3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST I
Cite this
Plain text 3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST I. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/3m-employees-welfare-benefits-association-trust-i-411294448. Retrieved 2026-10-28.
APA furp.org. (n.d.). 3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST I [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 28, 2026, from https://furp.org/org/3m-employees-welfare-benefits-association-trust-i-411294448
MLA “3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST I.” furp.org, tax years 2010–2024, https://furp.org/org/3m-employees-welfare-benefits-association-trust-i-411294448. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $51.5M · expenses $101.8M · assets $81.6M
- Also known as
- ASSOCIATION TRUST I
- EIN
- 41-1294448
- Address
- 3M CENTER BLDG 223-2W-33, ST PAUL, MN 55144-1001
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- June 1977 (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
FINANCE HEALTH CARE BENEFITS PROVIDED TO RETIRED 3M EMPLOYEES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 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 |
|---|---|---|---|---|---|
| The Bank Of New York Mellon Institution | TRUSTEE | 2010-2024 | $51,729 | $898,811 | 1456 |
| The Bank Of New York M Institution (former) | TRUSTEE | 2019 | $74,140 | $74,140 | 45 |
Officers and directors, no compensation reported
11 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 |
|---|---|---|---|---|---|
| Matthew J Ginter (former) | DIRECTOR | 2015-2018 | 1 | $0 reported | 3 |
| Gregg M Larson (former) | DIRECTOR | 2010-2018 | 1 | $0 reported | 3 |
| Marlene M McGrath (former) | DIRECTOR | 2012-2018 | 1 | $0 reported | 3 |
| Michael A Anderson (former) | PRESIDENT | 2015-2018 | 1 | $0 reported | 3 |
| David Overstreet (former) | SECRETARY | 2010-2018 | 1 | $0 reported | 4 |
| Dennis P Duerst (former) | TREASURER | 2010-2018 | 1 | $0 reported | 3 |
| Kimberly M Torseth (former) | ASSISTANT TREASURER | 2010-2018 | 1 | $0 reported | 3 |
| Janice K Angell (former) | PRESIDENT | 2010-2014 | 1 | $0 reported | 4 |
| Scott D Krohn (former) | DIRECTOR | 2012-2014 | 1 | $0 reported | 3 |
| Angela S Lalor (former) | DIRECTOR | 2010-2011 | 1 | $0 reported | 3 |
| Janet L Yeomans (former) | DIRECTOR | 2010-2011 | 1 | $0 reported | 3 |
People by year
2024 · 1 person listed · 1 paid, $52K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $51,729 | $0 | $0 | $51,729 | 1456 |
2023 · 1 person listed · 1 paid, $113K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $112,600 | $0 | $0 | $112,600 | 1456 |
2022 · 1 person listed · 1 paid, $29K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $29,365 | $0 | $0 | $29,365 | 1456 |
2021 · 1 person listed · 1 paid, $57K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $56,790 | $0 | $0 | $56,790 | 1456 |
2020 · 1 person listed · 1 paid, $67K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $66,603 | $0 | $0 | $66,603 | 1456 |
2019 · 1 person listed · 1 paid, $74K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK M Institution | TRUSTEE | 1 | $74,140 | $0 | $0 | $74,140 | 45 |
2018 · 8 people listed · 1 paid, $64K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $64,019 | $0 | $0 | $64,019 | 1456 |
| MATTHEW J GINTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL A ANDERSON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2017 · 8 people listed · 1 paid, $71K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $71,022 | $0 | $0 | $71,022 | 1456 |
| MATTHEW J GINTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL A ANDERSON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2016 · 8 people listed · 1 paid, $74K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $74,051 | $0 | $0 | $74,051 | 1456 |
| MATTHEW J GINTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL A ANDERSON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 8 people listed · 1 paid, $76K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $75,770 | $0 | $0 | $75,770 | 1456 |
| MATTHEW J GINTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL A ANDERSON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2014 · 8 people listed · 1 paid, $71K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $71,323 | $0 | $0 | $71,323 | 1456 |
| SCOTT D KROHN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANICE K ANGELL | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2013 · 8 people listed · 1 paid, $70K · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $70,030 | $0 | $0 | $70,030 | 1456 |
| SCOTT D KROHN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANICE K ANGELL | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2012 · 8 people listed · 1 paid, $71K · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $70,930 | $0 | $0 | $70,930 | 1456 |
| SCOTT D KROHN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARLENE M MCGRATH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANICE K ANGELL | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2011 · 8 people listed · 1 paid, $68K · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $68,061 | $0 | $0 | $68,061 | 1456 |
| ANGELA S LALOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANET L YEOMANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANICE K ANGELL | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
2010 · 8 people listed · 1 paid, $17K · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 1 | $16,518 | $0 | $0 | $16,518 | 1456 |
| ANGELA S LALOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| GREGG M LARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANET L YEOMANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANICE K ANGELL | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID J OVERSTREET | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| DENNIS P DUERST | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KIMBERLY M TORSETH | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2024 · 1 contractor · $951K
| Name | Location | Service | Paid |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | RECORDKEEPING SVCS | $951,224 |
2023 · 2 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | RECORDKEEPING SVCS | $1,830,802 |
| NORTHERN TRUST INVESTMENTS | CHICAGO, IL | INVESTMENT MANAGER FEES | $212,368 |
2022 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | RECORDKEEPING SVCS | $1,258,205 |
| TEMPO HOLDING COMPANY LLC | LINCOLNSHIRE, IL | RECORDKEEPING SVCS | $471,514 |
| NORTHERN TRUST INVESTMENTS | CHICAGO, IL | INVESTMENT MANAGER FEES | $468,883 |
| CLIFTONLARSONALLEN LLP | CHICAGO, IL | AUDIT FEES | $139,607 |
| WESTERN ASSET MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER FEES | $138,050 |
2021 · 2 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SVCS | $1,734,667 |
| WESTERN ASSET MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $556,080 |
2020 · 2 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SVCS | $1,425,031 |
| WESTERN ASSET MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $625,708 |
2019 · 2 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SVCS | $1,519,187 |
| WESTERN ASSET MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $653,462 |
2018 · 2 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SVCS | $2,133,827 |
| WESTERN ASSET MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $214,647 |
2017 · 3 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SVCS | $1,296,273 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $689,574 |
| Alight Solutions | LINCOLNSHIRE, IL | RECORD KEEPING FEES | $136,262 |
2016 · 3 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING svcs | $1,494,533 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $693,305 |
| WESTERN ASSET | NEW YORK, NY | investment manager | $171,147 |
2015 · 4 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SERVICES | $1,281,803 |
| BLUE CROSS BLUE SHIELD | EAGAN, MN | PROCESS MEDICAL CLAIMS | $751,151 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $711,340 |
| DELTA DENTAL | EAGAN, MN | PROCESS DENTAL CLAIMS | $510,811 |
2014 · 5 contractors · $5.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | EAGAN, MN | PROCESS MEDICAL CLAIMS | $2,459,734 |
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SERVICES | $1,238,248 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $733,986 |
| DELTA DENTAL | EAGAN, MN | PROCESS DENTAL CLAIMS | $534,159 |
| CAREMARK | NORTHBROOK, IL | PROCESS MEDICAL PRESCRIPTION DRUG CLAIMS | $259,725 |
2013 · 5 contractors · $5.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | PROCESS MEDICAL CLAIMS | $2,822,345 | |
| HEWITT | RECORDKEEPING SERVICES | $1,348,139 | |
| NORTHERN TRUST | INVESTMENT MANAGER | $725,138 | |
| DELTA DENTAL | PROCESS DENTAL CLAIMS | $528,323 | |
| CAREMARK | PROCESS MEDICAL PRESCRIPTION DRUG CLAIMS | $342,075 |
2012 · 5 contractors · $9.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | EAGAN, MN | PROCESS MEDICAL CLAIMS | $5,650,895 |
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SERVICES | $1,212,477 |
| CAREMARK | NORTHBROOK, IL | PROCESS MEDICAL PRESCRIPTION DRUG CLAIMS | $988,432 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $673,049 |
| DELTA DENTAL | EAGAN, MN | PROCESS DENTAL CLAIMS | $531,190 |
2011 · 5 contractors · $9.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | EAGAN, MN | PROCESS MEDICAL CLAIMS | $6,027,708 |
| MERCER | MINNEAPOLIS, MN | RECORDKEEPING SERVICES | $1,279,896 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $625,248 |
| CAREMARK | NORTHBROOK, IL | PROCESS MEDICAL PRESCRIPTION DRUG CLAIMS | $535,828 |
| DELTA DENTAL | EAGAN, MN | PROCESS DENTAL CLAIMS | $521,313 |
2010 · 5 contractors · $11.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | EAGAN, MN | PROCESS MEDICAL CLAIMS | $7,477,696 |
| HEWITT | MINNEAPOLIS, MN | RECORDKEEPING SERVICES | $1,844,968 |
| CAREMARK | NORTHBROOK, IL | PROCESS MEDICAL PRESCRIPTION DRUG CLAIMS | $687,945 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGER | $563,451 |
| DELTA DENTAL | EAGAN, MN | PROCESS DENTAL CLAIMS | $533,685 |
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 | ||||||||
| $51,480,490 | $101,843,723 | $81,557,494 | $76,448,910 | $0 | $5,672,017 | $51,729 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $94,432,621 | $127,129,039 | $173,301,287 | $159,265,642 | $0 | $5,251,145 | $112,600 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $29,921,658 | $97,473,329 | $284,178,091 | $256,482,408 | $0 | $0 | $29,365 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $103,855,863 | $121,975,397 | $455,636,953 | $416,503,930 | $0 | $70,000 | $56,790 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $73,481,839 | $117,718,745 | $554,502,419 | $485,712,158 | $0 | $0 | $66,603 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $92,816,378 | $122,980,799 | $615,214,452 | $541,554,102 | $0 | $38,274 | $74,140 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $104,957,083 | $99,154,641 | $631,878,701 | $560,168,103 | $0 | $155,884 | $64,015 | 0 | 7 |
| 2017 · Form 990 | ||||||||
| $89,440,611 | $114,180,021 | $764,877,566 | $669,082,329 | $0 | $154,879 | $71,022 | 0 | 7 |
| 2016 · Form 990 | ||||||||
| $84,693,981 | $112,095,153 | $771,149,152 | $676,329,888 | $0 | $3,634,705 | $74,051 | 0 | 7 |
| 2015 · Form 990 | ||||||||
| $98,514,928 | $106,006,689 | $806,345,897 | $711,566,486 | $0 | $15,192,747 | $75,770 | 0 | 7 |
| 2014 · Form 990 | ||||||||
| $99,153,221 | $153,543,907 | $900,299,035 | $789,685,944 | $0 | $30,409,259 | $71,323 | 0 | 7 |
| 2013 · Form 990 | ||||||||
| $94,346,353 | $162,630,256 | $911,134,362 | $815,357,973 | $0 | $32,296,566 | $70,030 | 0 | 8 |
| 2012 · Form 990 | ||||||||
| $167,992,700 | $158,317,396 | $890,489,137 | $792,666,392 | $0 | $114,819,290 | $70,930 | 0 | 8 |
| 2011 · Form 990 | ||||||||
| $128,107,719 | $150,458,146 | $852,956,195 | $736,788,877 | $0 | $122,744,691 | $68,061 | 0 | 8 |
| 2010 · Form 990 | ||||||||
| $207,347,415 | $181,438,395 | $814,859,247 | $722,612,034 | $0 | $134,368,312 | $19,686 | 0 | 8 |
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.
- 3M EMPLOYEES BENEFIT ASSOCIATION St Paul, MN · 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).
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|---|---|---|---|---|---|---|---|
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| A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST | UT | Y43 | $57,960,207 | $59,216,633 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR | OK | Y43 | $36,421,618 | $24,046,672 | Trustee | $241,113 | Same NTEE code Y43, revenue within 2x, similar mission |
| WASHINGTON SOFTWARE ALLIANCE EMPLOYEE BENEFIT TRUST | WA | Y43 | $34,709,625 | $34,687,501 | Trustee | $0 | Same NTEE code Y43, revenue within 2x |
| EAST ALABAMA MEDICAL CENTER VOLUNTARY EMPLOYEE BENEF ASSOC TRU | AL | Y43 | $35,792,882 | $35,505,167 | TRUSTEE | $874,253 | Same NTEE code Y43, revenue within 2x, similar mission |
| CAROLINA DEALERSHIPS INC WELFARE BENEFIT TRUST | NC | Y43 | $30,077,676 | $30,063,751 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST | NE | Y43 | $72,177,569 | $72,622,715 | TRUSTEE | $7,029 | Same NTEE code Y43, revenue within 2x |
| BKS EMPLOYEE BENEFITS TRUST INC | KS | Y43 | $45,873,227 | $44,705,587 | President | $815,846 | Same NTEE code Y43, revenue within 2x, similar name |
| WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST | WA | Y43 | $26,979,736 | $26,688,055 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| DEERE & COMPANY WELFARE BENEFIT TRUST 2 | PA | Y43 | $61,551,553 | $61,551,553 | TRUSTEE (SEE SCHEDULE O) | $25 | Same NTEE code Y43, revenue within 2x |
| ILWU LOCAL 142 HEALTH & WELFARE TR | HI | Y43 | $57,036,291 | $51,304,463 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR | SC | Y43 | $74,202,686 | $74,314,432 | Inst Trustee Through 10/1/24 | $1,313 | Same NTEE code Y43, revenue within 2x, similar name |
| RAYTHEON WELFARE BENEFITS TRUST | CT | Y43 | $63,950,744 | $64,741,553 | TRUSTEE (SEE SCHEDULE O) | $14,063 | Same NTEE code Y43, revenue within 2x, similar name |
| LOUISIANA SHERIFFS ASSOCIATION GROUP BENEFITS TR | LA | Y43 | $51,441,218 | $58,628,871 | Chairman | $0 | Same NTEE code Y43, revenue within 2x |
| THE DEERE & COMPANY WELFARE BENEFIT VEBA FOR SALARIED EMPLOYEES | PA | Y43 | $70,084,856 | $127,355,317 | TRUSTEE (SEE SCHEDULE O) | $54,526 | Same NTEE code Y43, revenue within 2x |
| CONSOLIDATED EDISON MASTER VEBA RET HEALTH TR FOR WEEKLY EMPLOYEES | NY | Y43 | $62,749,693 | $70,199,396 | Trustee (See Schedule O) | $86 | Same NTEE code Y43, revenue within 2x, similar mission |
| LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUST | NV | Y43 | $77,316,886 | $79,912,195 | EMPLOYEE | $105,609 | Same NTEE code Y43, revenue within 2x |
| UFCW COMPREHENSIVE BENEFITS TRUST | CA | Y43 | $32,311,597 | $32,108,756 | CHAIRMAN | $334,619 | Same NTEE code Y43, revenue within 2x, similar mission |
| WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST | WA | Y43 | $27,326,395 | $27,050,923 | ADMINISTRATOR | $275,677 | Same NTEE code Y43, revenue within 2x, similar mission |
| IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND | NJ | Y43 | $31,470,152 | $27,032,346 | TRUSTEE | $395,059 | Same NTEE code Y43, revenue within 2x, similar mission |
| KANSAS BANKERS ASSOCIATION WELFARE BENEFIT FUND | KS | Y43 | $75,780,436 | $75,425,876 | TRUSTEE | $120,207 | Same NTEE code Y43, revenue within 2x |
| TEAMSTERS 261 & EMPLOYERS WELFARE FUND | PA | Y43 | $41,614,608 | $41,960,901 | TRUSTEE | $88,100 | Same NTEE code Y43, revenue within 2x |
| LUCENT TECHNOLOGIES INC POST RETMT WELFARE BENIFITS TR FOR NON REP EM | NJ | Y43 | $48,284,005 | $61,000,328 | TRUSTEE | $10,375 | Same NTEE code Y43, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $101,843,723 spent · pay $51,729 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $100,208,849 | - | - | - | 98.4% | |
| Fees: other services | $1,161,355 | - | - | - | 1.1% | |
| Fees: investment management | $233,188 | - | - | - | 0.2% | |
| Fees: accounting | $94,672 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $51,729 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $43,954 | - | - | - | 0.0% |
| Fees: legal | $36,344 | - | - | - | 0.0% | |
| Other (as described) | SERVICE FEES | $13,632 | - | - | - | 0.0% |
| Total | $101,843,723 | 100% |
2023 · Form 990 · $127,129,039 spent · pay $112,600 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $120,253,289 | - | - | - | 94.6% | |
| Other (as described) | UBIT EXPENSE | $4,362,231 | - | - | - | 3.4% |
| Fees: other services | $1,825,141 | - | - | - | 1.4% | |
| Fees: investment management | $327,232 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $112,600 | - | - | - | 0.1% | |
| Fees: legal | $105,164 | - | - | - | 0.1% | |
| Other (as described) | SERVICE FEES | $80,319 | - | - | - | 0.1% |
| Other (as described) | OTHER FEES | $39,152 | - | - | - | 0.0% |
| Fees: management | $23,911 | - | - | - | 0.0% | |
| Total | $127,129,039 | 100% |
2022 · Form 990 · $97,473,329 spent · pay $29,365 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $100,391,711 | - | - | - | 103.0% | |
| Fees: other services | $1,786,348 | - | - | - | 1.8% | |
| Fees: investment management | $552,743 | - | - | - | 0.6% | |
| Fees: accounting | $111,501 | - | - | - | 0.1% | |
| Other (as described) | SERVICE FEES | $86,977 | - | - | - | 0.1% |
| Other (as described) | OTHER FEES | $75,582 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $29,365 | - | - | - | 0.0% | |
| Fees: legal | $13,902 | - | - | - | 0.0% | |
| Other (as described) | UBIT EXPENSE/(BENEFIT) | -$5,574,800 | - | - | - | -5.7% |
| Total | $97,473,329 | 100% |
2021 · Form 990 · $121,975,397 spent · pay $56,790 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $109,569,490 | - | - | - | 89.8% | |
| Other (as described) | UBIT EXPENSE | $9,387,656 | - | - | - | 7.7% |
| Fees: other services | $1,914,101 | - | - | - | 1.6% | |
| Fees: investment management | $737,910 | - | - | - | 0.6% | |
| Other (as described) | SERVICE FEES | $239,786 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $56,790 | - | - | - | 0.0% | |
| Fees: accounting | $34,775 | - | - | - | 0.0% | |
| Other (as described) | OTHER FEES | $17,113 | - | - | - | 0.0% |
| All other expenses | $7,699 | - | - | - | 0.0% | |
| Other (as described) | ADMINISTRATION FEES | $5,667 | - | - | - | 0.0% |
| Fees: legal | $4,410 | - | - | - | 0.0% | |
| Total | $121,975,397 | 100% |
2020 · Form 990 · $117,718,745 spent · pay $66,603 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $103,848,574 | - | - | - | 88.2% | |
| Other (as described) | UBIT EXPENSE | $10,932,354 | - | - | - | 9.3% |
| Fees: other services | $1,709,894 | - | - | - | 1.5% | |
| Fees: investment management | $804,441 | - | - | - | 0.7% | |
| Other (as described) | SERVICE FEES | $205,862 | - | - | - | 0.2% |
| Fees: accounting | $101,731 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $66,603 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $39,286 | - | - | - | 0.0% |
| Fees: legal | $10,000 | - | - | - | 0.0% | |
| Total | $117,718,745 | 100% |
2019 · Form 990 · $122,980,799 spent · pay $74,140 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $100,166,162 | - | - | - | 81.4% | |
| Other (as described) | UBIT EXPENSE | $20,201,249 | - | - | - | 16.4% |
| Fees: other services | $1,589,387 | - | - | - | 1.3% | |
| Fees: investment management | $842,971 | - | - | - | 0.7% | |
| Pay: officers, directors, trustees, key employees | $74,140 | - | - | - | 0.1% | |
| Other (as described) | SERVICE FEES | $45,324 | - | - | - | 0.0% |
| Fees: accounting | $44,737 | - | - | - | 0.0% | |
| Other (as described) | OTHER FEES | $16,795 | - | - | - | 0.0% |
| Other (as described) | ADMINISTRATION FEES | $34 | - | - | - | 0.0% |
| Total | $122,980,799 | 100% |
2018 · Form 990 · $99,154,641 spent · pay $64,015 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $96,391,881 | - | - | - | 97.2% | |
| Fees: other services | $1,567,224 | - | - | - | 1.6% | |
| Fees: investment management | $872,456 | - | - | - | 0.9% | |
| Fees: accounting | $123,359 | - | - | - | 0.1% | |
| Other (as described) | SERVICE FEES | $77,841 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $64,015 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $56,712 | - | - | - | 0.1% |
| Other (as described) | ADMINISTRATION FEES | $1,153 | - | - | - | 0.0% |
| Total | $99,154,641 | 100% |
2017 · Form 990 · $114,180,021 spent · pay $71,022 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $90,699,171 | - | - | - | 79.4% | |
| Other (as described) | UBI TAXES | $20,788,160 | - | - | - | 18.2% |
| Fees: other services | $1,414,384 | - | - | - | 1.2% | |
| Fees: investment management | $921,966 | - | - | - | 0.8% | |
| Other (as described) | SERVICE FEES | $135,718 | - | - | - | 0.1% |
| Fees: accounting | $108,857 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $71,022 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $31,315 | - | - | - | 0.0% |
| Other (as described) | ADMINISTRATION FEES | $9,428 | - | - | - | 0.0% |
| Total | $114,180,021 | 100% |
2016 · Form 990 · $112,095,153 spent · pay $74,051 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $88,917,078 | - | - | - | 79.3% | |
| Other (as described) | UBI TAXES | $12,782,156 | - | - | - | 11.4% |
| Other (as described) | BAD DEBTS - INSURANCE REC. | $7,630,661 | - | - | - | 6.8% |
| Fees: other services | $1,527,802 | - | - | - | 1.4% | |
| Fees: investment management | $911,648 | - | - | - | 0.8% | |
| Other (as described) | SERVICE FEES | $97,081 | - | - | - | 0.1% |
| Fees: accounting | $77,970 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $74,051 | - | - | - | 0.1% | |
| Other (as described) | OTHER FEES | $48,215 | - | - | - | 0.0% |
| All other expenses | $28,491 | - | - | - | 0.0% | |
| Total | $112,095,153 | 100% |
2015 · Form 990 · $106,006,689 spent · pay $75,770 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $102,894,108 | - | - | - | 97.1% | |
| Fees: other services | $1,383,020 | - | - | - | 1.3% | |
| Other (as described) | ADMIN. EXPENSES | $1,163,136 | - | - | - | 1.1% |
| Fees: investment management | $869,491 | - | - | - | 0.8% | |
| Other (as described) | OTHER | $400,540 | - | - | - | 0.4% |
| Pay: officers, directors, trustees, key employees | $75,770 | - | - | - | 0.1% | |
| Fees: accounting | $66,778 | - | - | - | 0.1% | |
| Other (as described) | UBI TAXES | -$846,154 | - | - | - | -0.8% |
| Total | $106,006,689 | 100% |
2014 · Form 990 · $153,543,907 spent · pay $71,323 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $128,318,992 | - | - | - | 83.6% | |
| Other (as described) | UBI TAXES | $19,004,393 | - | - | - | 12.4% |
| Other (as described) | ADMIN. EXPENSES | $3,252,163 | - | - | - | 2.1% |
| Fees: other services | $1,288,376 | - | - | - | 0.8% | |
| Fees: investment management | $894,335 | - | - | - | 0.6% | |
| Other (as described) | OTHER | $552,370 | - | - | - | 0.4% |
| Fees: accounting | $126,392 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $71,323 | - | - | - | 0.0% | |
| Other (as described) | STOCK LOAN EXPENSES | $35,563 | - | - | - | 0.0% |
| Total | $153,543,907 | 100% |
2013 · Form 990 · $162,630,256 spent · pay $70,030 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $115,281,039 | - | - | - | 70.9% | |
| Other (as described) | UBI TAXES | $40,565,120 | - | - | - | 24.9% |
| Other (as described) | ADMIN. EXPENSES | $3,409,985 | - | - | - | 2.1% |
| Fees: investment management | $1,627,796 | - | - | - | 1.0% | |
| Fees: other services | $1,236,581 | - | - | - | 0.8% | |
| Other (as described) | OTHER | $326,557 | - | - | - | 0.2% |
| Fees: accounting | $81,092 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $70,030 | - | - | - | 0.0% | |
| Other (as described) | STOCK LOAN EXPENSES | $32,056 | - | - | - | 0.0% |
| Total | $162,630,256 | 100% |
2012 · Form 990 · $158,317,396 spent · pay $70,930 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $139,548,223 | - | - | - | 88.1% | |
| Other (as described) | UBI TAXES | $7,693,675 | - | - | - | 4.9% |
| Other (as described) | ADMIN. EXPENSES | $7,132,138 | - | - | - | 4.5% |
| Fees: investment management | $1,903,965 | - | - | - | 1.2% | |
| Fees: other services | $1,533,605 | - | - | - | 1.0% | |
| Other (as described) | OTHER | $394,491 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $70,930 | - | - | - | 0.0% | |
| Other (as described) | STOCK LOAN EXPENSES | $39,369 | - | - | - | 0.0% |
| Fees: accounting | $1,000 | - | - | - | 0.0% | |
| Total | $158,317,396 | 100% |
2011 · Form 990 · $150,458,146 spent · pay $68,061 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $135,916,923 | - | - | - | 90.3% | |
| Other (as described) | ADMIN. EXPENSES | $6,987,627 | - | - | - | 4.6% |
| Other (as described) | UBI TAXES | $3,477,393 | - | - | - | 2.3% |
| Fees: investment management | $1,944,199 | - | - | - | 1.3% | |
| Fees: other services | $1,591,372 | - | - | - | 1.1% | |
| Other (as described) | OTHER | $365,502 | - | - | - | 0.2% |
| Fees: accounting | $69,060 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $68,061 | - | - | - | 0.0% | |
| Other (as described) | STOCK LOAN EXPENSES | $38,009 | - | - | - | 0.0% |
| Total | $150,458,146 | 100% |
2010 · Form 990 · $181,438,395 spent · pay $19,686 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $151,163,292 | - | - | - | 83.3% | |
| Other (as described) | UBI TAXES | $16,912,871 | - | - | - | 9.3% |
| Other (as described) | ADMIN. EXPENSES | $8,689,676 | - | - | - | 4.8% |
| Fees: investment management | $2,301,877 | - | - | - | 1.3% | |
| Fees: other services | $1,962,741 | - | - | - | 1.1% | |
| Other (as described) | OTHER | $296,711 | - | - | - | 0.2% |
| Fees: accounting | $64,393 | - | - | - | 0.0% | |
| Other (as described) | STOCK LOAN EXPENSES | $27,148 | - | - | - | 0.0% |
| Pay: officers, directors, trustees, key employees | $19,686 | - | - | - | 0.0% | |
| Total | $181,438,395 | 100% |
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