PAISBOA HEALTH BENEFIT TR

Cite this

Plain text PAISBOA HEALTH BENEFIT TR. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/paisboa-health-benefit-tr-467526272. Retrieved 2026-11-03.

APA furp.org. (n.d.). PAISBOA HEALTH BENEFIT TR [Nonprofit organization profile; tax years 2016–2024]. Retrieved November 3, 2026, from https://furp.org/org/paisboa-health-benefit-tr-467526272

MLA “PAISBOA HEALTH BENEFIT TR.” furp.org, tax years 2016–2024, https://furp.org/org/paisboa-health-benefit-tr-467526272. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $135.5M · expenses $144.9M · assets $40.9M

EIN
46-7526272
Address
301 IVEN AVENUE 315, WAYNE, PA 19087-5204
NTEE code
Y20
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
February 2017 (when the IRS recognized its exemption)
IRS status
Exempt: reinstated March 15, 2016 after an automatic revocation on March 15, 2016 IRS data ↗
Tax-deductible donations
No
Cross-check
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Mission

THE PAISBOA HEALTH BENEFIT TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) TREATED AS A SINGLE EMPLOYEE BENEFIT PLAN UNDER ERISA. ITS SOLE PURPOSE IS TO PROVIDE THE BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

5 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
Heather Gelting EXECUTIVE DIRECTOR2016-2024 $282,171$601,970 1
Donald Kates CHIEF FINANCIAL OFFICER2016-2024 $241,166$241,166 1
Joan M Barone (former) ASSOCIATE DIRECTOR2016-2023 $169,119$1,050,017 1
Guy Gilpin (former) EXECUTIVE DIRECTOR - FORMER2018-2022 $201,081$857,091 1
Robert Mueller (former) EXECUTIVE DIRECTOR2016 $179,675$179,675 1

Officers and directors, no compensation reported

35 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
Martha Scache IMMEDIATE PAST CHAIR2016-2024 1 $0 reported 1
Mark Gibbons VICE CHAIR2021-2024 1 $0 reported 2
Michele B Todd CHAIR2018-2024 1 $0 reported 1
Christina Abbott SECRETARY2023-2024 1 $0 reported 1
Bob Alison DIRECTOR2023-2024 1 $0 reported 1
Frank Aloise DIRECTOR - UNTIL 7/31/252023-2024 1 $0 reported 3
Hunt Bartine DIRECTOR2021-2024 1 $0 reported 1
Mitch Bilker DIRECTOR - UNTIL 6/24/252022-2024 1 $0 reported 1
Nancy Catania DIRECTOR2023-2024 1 $0 reported 1
Michael Dyson TREASURER2023-2024 1 $0 reported 3
Stephanie Fedoroff DIRECTOR2023-2024 1 $0 reported 1
Kimberley Fowlkes DIRECTOR2023-2024 1 $0 reported 1
Alison Target DIRECTOR2023-2024 1 $0 reported 1
Jennifer Zielke DIRECTOR2023-2024 1 $0 reported 1
Jared Susco DIRECTOR2024 1 $0 reported 2
Kellee Boykins DIRECTOR2024 1 $0 reported 1
Nancy Hall DIRECTOR2024 1 $0 reported 1
Hal Davidow (former) SECRETARY UNTIL 6/30/242019-2023 1 $0 reported 2
Kacey Bernard (former) DIRECTOR2021-2023 1 $0 reported 1
Cynthia Fenstermaker (former) DIRECTOR2023 1 $0 reported 1
Mark Murray (former) TREASURER2019-2022 1 $0 reported 2
Kristin Heasley (former) DIRECTOR2016-2022 1 $0 reported 1
Frank V Aloise Jr (former) DIRECTOR2019-2022 1 $0 reported 1
Christine M Schaeffer (former) DIRECTOR2020-2022 1 $0 reported 1
Nico Washington (former) DIRECTOR2022 1 $0 reported 1
Claudine Vita (former) DIRECTOR2016-2021 1 $0 reported 2
Timothy Woods (former) DIRECTOR2019-2021 1 $0 reported 1
Alan Joffe (former) DIRECTOR2016-2021 1 $0 reported 1
Cynthia Nichols (former) DIRECTOR2016-2021 1 $0 reported 1
Thomas Taft (former) VICE CHAIR2016-2020 1 $0 reported 2
Timothy S Walsh (former) SECRETARY2019-2020 1 $0 reported 1
Christine Schaefer (former) DIRECTOR2016-2019 1 $0 reported 1
Carol Lerner (former) SECRETARY2016-2018 1 $0 reported 3
Michael Janes (former) DIRECTOR2016-2018 1 $0 reported 1
Michelle B Todd (former) DIRECTOR2016 1 $0 reported 1

People by year

2024 · 19 people listed · 2 paid, $523K · 5 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEATHER GELTING EXECUTIVE DIRECTOR40 $260,106$0$22,065 $282,1711
DONALD KATES CHIEF FINANCIAL OFFICER40 $219,300$0$21,866 $241,1661
MARTHA SCACHE IMMEDIATE PAST CHAIR1 $0$0$0 $01
MICHELE B TODD CHAIR1 $0$0$0 $01
MARK GIBBONS VICE CHAIR1 $0$0$0 $02
CHRISTINA ABBOTT SECRETARY1 $0$0$0 $01
MICHAEL DYSON TREASURER1 $0$0$0 $03
FRANK ALOISE DIRECTOR - UNTIL 7/31/251 $0$0$0 $03
HUNT BARTINE DIRECTOR1 $0$0$0 $01
MITCH BILKER DIRECTOR - UNTIL 6/24/251 $0$0$0 $01
NANCY CATANIA DIRECTOR1 $0$0$0 $01
BOB ALISON DIRECTOR1 $0$0$0 $01
STEPHANIE FEDOROFF DIRECTOR1 $0$0$0 $01
KIMBERLEY FOWLKES DIRECTOR1 $0$0$0 $01
ALISON TARGET DIRECTOR1 $0$0$0 $01
JENNIFER ZIELKE DIRECTOR1 $0$0$0 $01
KELLEE BOYKINS DIRECTOR1 $0$0$0 $01
NANCY HALL DIRECTOR1 $0$0$0 $01
JARED SUSCO DIRECTOR1 $0$0$0 $02
2023 · 20 people listed · 2 paid, $415K · 4 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEATHER GELTING EXECUTIVE DIRECTOR40 $224,010$0$22,177 $246,1871
JOAN M BARONE ASSOCIATE DIRECTOR40 $151,305$0$17,814 $169,1191
MARTHA SCACHE IMMEDIATE PAST CHAIR1 $0$0$0 $01
DONALD KATES CHAIR UNTIL 3/15/241 $0$0$0 $01
HAL DAVIDOW SECRETARY UNTIL 6/30/241 $0$0$0 $02
MARK GIBBONS TREASURER1 $0$0$0 $02
MICHELE B TODD CHAIR - CURRENT1 $0$0$0 $01
CHRISTINA ABBOTT SECRETARY - CURRENT1 $0$0$0 $01
BOB ALISON DIRECTOR1 $0$0$0 $01
FRANK ALOISE DIRECTOR1 $0$0$0 $03
HUNT BARTINE DIRECTOR1 $0$0$0 $01
KACEY BERNARD DIRECTOR1 $0$0$0 $01
MITCH BILKER DIRECTOR1 $0$0$0 $01
NANCY CATANIA DIRECTOR1 $0$0$0 $01
MICHAEL DYSON DIRECTOR1 $0$0$0 $03
STEPHANIE FEDOROFF DIRECTOR1 $0$0$0 $01
CYNTHIA FENSTERMAKER DIRECTOR1 $0$0$0 $01
KIMBERLEY FOWLKES DIRECTOR1 $0$0$0 $01
ALISON TARGET DIRECTOR1 $0$0$0 $01
JENNIFER ZIELKE DIRECTOR1 $0$0$0 $01
2022 · 16 people listed · 3 paid, $475K · 4 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY GILPIN EXECUTIVE DIRECTOR - FORMER40 $183,368$0$17,713 $201,0811
JOAN M BARONE ASSOCIATE DIRECTOR40 $180,605$0$19,569 $200,1741
HEATHER GELTING EXECUTIVE DIRECTOR40 $67,281$0$6,331 $73,6121
MARTHA SCACHE IMMEDIATE PAST CHAIR1 $0$0$0 $01
DONALD KATES CHAIR1 $0$0$0 $01
HAL DAVIDOW SECRETARY1 $0$0$0 $02
MARK MURRAY TREASURER1 $0$0$0 $02
KRISTIN HEASLEY DIRECTOR1 $0$0$0 $01
FRANK V ALOISE JR DIRECTOR1 $0$0$0 $01
CHRISTINE M SCHAEFFER DIRECTOR1 $0$0$0 $01
MICHELE B TODD DIRECTOR1 $0$0$0 $01
HUNT BARTINE DIRECTOR1 $0$0$0 $01
KACEY BERNARD DIRECTOR1 $0$0$0 $01
MARK GIBBONS DIRECTOR1 $0$0$0 $02
MITCH BILKER DIRECTOR1 $0$0$0 $01
NICO WASHINGTON DIRECTOR1 $0$0$0 $01
2021 · 18 people listed · 2 paid, $445K · 3 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY GILPIN EXECUTIVE DIRECTOR - UNTIL 9/2240 $232,402$0$22,920 $255,3221
JOAN M BARONE ASSOCIATE DIRECTOR40 $170,685$0$18,931 $189,6161
MARTHA SCACHE CHAIR1 $0$0$0 $01
DONALD KATES VICE CHAIR1 $0$0$0 $01
HAL DAVIDOW SECRETARY1 $0$0$0 $02
MARK MURRAY TREASURER1 $0$0$0 $02
KRISTIN HEASLEY DIRECTOR1 $0$0$0 $01
CLAUDINE VITA DIRECTOR1 $0$0$0 $02
FRANK V ALOISE JR DIRECTOR1 $0$0$0 $01
TIMOTHY WOODS DIRECTOR1 $0$0$0 $01
CHRISTINE M SCHAEFFER DIRECTOR1 $0$0$0 $01
MICHELE B TODD DIRECTOR1 $0$0$0 $01
HUNT BARTINE DIRECTOR1 $0$0$0 $01
KACEY BERNARD DIRECTOR1 $0$0$0 $01
MARK GIBBONS DIRECTOR1 $0$0$0 $02
ALAN JOFFE DIRECTOR1 $0$0$0 $01
CYNTHIA NICHOLS DIRECTOR1 $0$0$0 $01
HEATHER GELTING EXECUTIVE DIRECTOR - STARTING 9/2240 $0$0$0 $01
2020 · 17 people listed · 2 paid, $426K · 3 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY GILPIN EXECUTIVE DIRECTOR40 $217,089$0$22,493 $239,5821
JOAN M BARONE ASSOCIATE DIRECTOR40 $167,649$0$18,834 $186,4831
MARTHA SCACHE CHAIR1 $0$0$0 $01
THOMAS TAFT VICE CHAIR1 $0$0$0 $02
DONALD KATES TREASURER1 $0$0$0 $01
TIMOTHY S WALSH SECRETARY1 $0$0$0 $01
ALAN D JOFFE DIRECTOR1 $0$0$0 $01
CYNTHIA NICHOLS DIRECTOR1 $0$0$0 $01
KRISTIN HEASLEY DIRECTOR1 $0$0$0 $01
CLAUDINE VITA DIRECTOR1 $0$0$0 $02
FRANK V ALOISE JR DIRECTOR1 $0$0$0 $01
HAL DAVIDOW DIRECTOR1 $0$0$0 $02
MARK MURRAY DIRECTOR1 $0$0$0 $02
TIMOTHY WOODS DIRECTOR1 $0$0$0 $01
HEATHER GELTING DIRECTOR1 $0$0$0 $01
CHRISTINE M SCHAEFFER DIRECTOR1 $0$0$0 $01
MICHELE B TODD DIRECTOR1 $0$0$0 $01
2019 · 17 people listed · 2 paid, $382K · 3 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOAN M BARONE ASSOCIATE DIRECTOR40 $200,000$0$20,709 $220,7091
GUY GILPIN EXECUTIVE DIRECTOR40 $146,078$0$15,028 $161,1061
MARTHA SCACHE CHAIR1 $0$0$0 $01
MICHELE B TODD DIRECTOR1 $0$0$0 $01
CHRISTINE SCHAEFER DIRECTOR1 $0$0$0 $01
HEATHER H GELTING DIRECTOR1 $0$0$0 $01
ALAN JOFFE DIRECTOR1 $0$0$0 $01
CYNTHIA NICHOLS DIRECTOR1 $0$0$0 $01
THOMAS TAFT VICE CHAIR1 $0$0$0 $02
DONALD KATES TREASURER1 $0$0$0 $01
KRISTIN HEASLEY DIRECTOR1 $0$0$0 $01
CLAUDINE VITA DIRECTOR1 $0$0$0 $02
FRANK V ALOISE JR DIRECTOR1 $0$0$0 $01
HAL DAVIDOW DIRECTOR1 $0$0$0 $02
TIMOTHY S WALSH SECRETARY1 $0$0$0 $01
MARK MURRAY DIRECTOR1 $0$0$0 $02
TIMOTHY WOODS DIRECTOR1 $0$0$0 $01
2018 · 14 people listed · 1 paid, $84K · 3 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOAN M BARONE INTERIM EXECUTIVE DIRECTOR40 $77,800$0$6,116 $83,9161
MARTHA SCACHE CHAIR1 $0$0$0 $01
MICHELE B TODD DIRECTOR1 $0$0$0 $01
CHRISTINE SCHAEFER DIRECTOR1 $0$0$0 $01
CAROL LERNER SECRETARY1 $0$0$0 $03
HEATHER H GELTING DIRECTOR1 $0$0$0 $01
ALAN JOFFE DIRECTOR1 $0$0$0 $01
CYNTHIA NICHOLS DIRECTOR1 $0$0$0 $01
THOMAS TAFT VICE CHAIR1 $0$0$0 $02
DONALD KATES TREASURER1 $0$0$0 $01
KRISTIN HEASLEY DIRECTOR1 $0$0$0 $01
MICHAEL JANES DIRECTOR1 $0$0$0 $01
CLAUDINE VITA DIRECTOR1 $0$0$0 $02
GUY GILPIN EXECUTIVE DIRECTOR40 $0$0$0 $01
2016 · 14 people listed · 1 paid, $180K · 2 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT MUELLER EXECUTIVE DIRECTOR40 $160,417$0$19,258 $179,6751
JOAN M BARONE TREASURER1 $0$0$0 $01
MARTHA SCACHE CHAIR1 $0$0$0 $01
MICHELLE B TODD DIRECTOR1 $0$0$0 $01
CHRISTINE SCHAEFER DIRECTOR1 $0$0$0 $01
CAROL LERNER SECRETARY1 $0$0$0 $03
HEATHER H GELTING DIRECTOR1 $0$0$0 $01
ALAN JOFFE DIRECTOR1 $0$0$0 $01
CYNTHIA NICHOLS DIRECTOR1 $0$0$0 $01
THOMAS TAFT VICE CHAIR1 $0$0$0 $02
DONALD KATES DIRECTOR1 $0$0$0 $01
KRISTIN HEASLEY DIRECTOR1 $0$0$0 $01
MICHAEL JANES DIRECTOR1 $0$0$0 $01
CLAUDINE VITA DIRECTOR1 $0$0$0 $02

Highest-paid independent contractors

2024 · 2 contractors · $1.3M
NameLocationServicePaid
CONNER STRONG BUCKELEW COMPANIES LLCCAMDEN, NJBENEFITS CONSULTING$1,203,125
MORGAN LEWISPHILADELPHIA, PALEGAL$105,935
2023 · 2 contractors · $1.2M
NameLocationServicePaid
CONNER STRONG BUCKELEW COMPANIES LLCCAMDEN, NJBENEFITS CONSULTING$1,044,340
MORGAN LEWISPHILADELPHIA, PALEGAL$126,480
2022 · 4 contractors · $2.0M
NameLocationServicePaid
ARMSTRONG DOYLE & CARROLLWAYNE, PABENEFITS CONSULTING$712,584
PLANSOURCEORLANDO, FLBENEFITS ADMIN SOFTWARE$574,583
PRUDENTRXTAMPA, FLRX BENEFITS CONSULTING$507,781
CONNER STRONG BUCKELEW COMPANIES LLCCAMDEN, NJBENEFITS CONSULTING$240,480
2021 · 3 contractors · $2.0M
NameLocationServicePaid
ARMSTRONG DOYLE & CARROLLWAYNE, PABENEFITS CONSULTING$862,168
PRUDENTRXTAMPA, FLRX BENEFITS CONSULTING$580,538
PLANSOURCEORLANDO, FLEMPLOYEE BENEFITS SOFTWARE$573,968
2020 · 3 contractors · $2.2M
NameLocationServicePaid
ARMSTRONG DOYLE & CARROLLWAYNE, PABENEFITS CONSULTING$1,181,684
PLANSOURCEORLANDO, FLEMPLOYEE BENEFITS SOFTWARE$548,296
PRUDENTRXTAMPA, FLBENEFITS CONSULTING$485,293
2019 · 2 contractors · $1.8M
NameLocationServicePaid
ARMSTRONG DOYLE & CARROLLWAYNE, PABENEFITS CONSULTING$1,278,878
PLANSOURCEORLANDO, FLEMPLOYEE BENEFITS SOFTWARE$528,251
2018 · 5 contractors · $2.0M
NameLocationServicePaid
ARMSTRONG DOYLE & CARROLLWAYNE, PABENEFITS CONSULTING$1,207,784
BUSINESSSOLVERDES MOINES, IATHIRD PARTY ADMIN.$271,468
PLANSOURCEORLANDO, FLEMPLOYEE BENEFITS SOFTWARE$243,582
MILLIMANSEATTLE, WABENEFITS CONSULTING$170,770
TRUVERISNEW YORK, NYBENEFITS CONSULTING$127,920
2016 · 2 contractors · $672K
NameLocationServicePaid
BUSINESSSOLVERDES MOINES, IATHIRD PARTY ADMIN.$389,225
HAYNES BENEFITSLEES SUMMIT, MOLEGAL$282,309

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 2025-10-31 · view filing · original 990 ↗
$135,504,118$144,859,973 $40,940,731$13,867,665 $0$134,497,861 $281,551517
2023 · Form 990 period ending 2024-10-31 · view filing · original 990 ↗
$128,341,216$145,105,364 $47,377,646$20,619,415 $0$126,951,823 $258,924418
2022 · Form 990 period ending 2023-10-31 · view filing · original 990 ↗
$122,145,832$122,402,451 $62,861,958$38,708,393 $0$120,802,951 $251,211413
2021 · Form 990 period ending 2022-10-31 · view filing · original 990 ↗
$116,093,885$112,234,657 $60,011,542$39,111,196 $0$115,694,340 $287,485315
2020 · Form 990 period ending 2021-10-31 · view filing · original 990 ↗
$109,180,414$105,512,924 $57,205,186$37,421,642 $0$108,878,088 $254,376315
2019 · Form 990 period ending 2020-10-31 · view filing · original 990 ↗
$108,614,688$92,347,290 $54,483,216$33,120,377 $0$108,034,507 $247,439315
2018 · Form 990 period ending 2019-10-31 · view filing · original 990 ↗
$102,812,592$99,626,818 $36,368,831$20,321,279 $0$102,064,423 $347,496312
2016 · Form 990 period ending 2017-10-31 · view filing · original 990 ↗
$98,788,878$79,074,447 $28,922,235$11,076,455 $0$98,675,689 $224,438213

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).

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OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
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DELAWARE COUNTY PUBLIC SCHOOLS HEALTHCARE TRUSTPAY20 $265,768,053$274,063,919 TRUSTEE, CHAIR$0 Same NTEE code Y20, revenue within 2x, same state
AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERSPAY20 $102,923,855$85,968,787 PRESIDENT/CEO$3,209,292 Same NTEE code Y20, revenue within 2x, same state
NYSA ILA VACATION & HOLIDAY FUNDNJY20 $78,049,065$78,049,065 DIRECTOR$342,314 Same NTEE code Y20, revenue within 2x
NONPROFITS INSURANCE ALLIANCE OF CALIFORNIACAY20 $134,210,177$171,758,446 PRESIDENT & CEO$524,492 Same NTEE code Y20, revenue within 2x
ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INCCAY20 $117,699,226$127,561,636 PRESIDENT$524,492 Same NTEE code Y20, revenue within 2x
SOUTHERN MUTUAL CHURCH INSURANCE COMPANYSCY20 $71,997,103$70,635,579 PRESIDENT/CE$447,782 Same NTEE code Y20, revenue within 2x
UNITED CHURCH INSURANCE ASSOCIATIONOHY20 $87,827,463$80,050,957 PRESIDENT/ CEO$605,688 Same NTEE code Y20, revenue within 2x
SUTTER INSURANCE SERVICES CORPORATIONHIY20 $119,794,155$55,819,861 PRESIDENT & CEO SH/Chair SISCO$11,904,420 Same NTEE code Y20, revenue within 2x
NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATIONNHY20 $65,745,175$65,745,175 Chair$0 Same NTEE code Y20, revenue within 5x
CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TRVAY20 $46,048,013$41,537,571 Chair$0 Same NTEE code Y20, revenue within 5x
AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUSTINY20 $39,046,486$37,897,382 TRUSTEE$0 Same NTEE code Y20, revenue within 5x
FIDELITY WELFARE BENEFIT PLANS VEBA TRUSTTXY20 $42,707,725$31,852,765 TRUSTEE$0 Same NTEE code Y20, revenue within 5x
MONTANA HEALTH COOPERATIVEMTY20 $453,432,307$501,285,329 CEO$470,196 Same NTEE code Y20, revenue within 5x
MAINE COMMUNITY HEALTH OPTIONSMEY20 $303,837,975$337,142,473 CHIEF EXECUTIVE OFFICER$456,656 Same NTEE code Y20, revenue within 5x
SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUSTCAY20 $63,271,711$14,332,681 SECRETARY$367,712 Same NTEE code Y20, revenue within 5x
CENTERS FOR CARE HEALTH PLANNYY20 $38,058,725$32,094,854 Trustee$0 Same NTEE code Y20, revenue within 5x
ASCENSION HEALTH PROFESSIONAL AND GENERAL LIABILITY SELF-INSURANCEMOY20 $286,007,626$336,983,846 TRUSTEE$83,896 Same NTEE code Y20, revenue within 5x
UNIVERSITY OF CHICAGO SELF INSURANCE TRUSTILY20 $44,175,679$80,187,937 INSTITUTIONAL TRUSTEE$0 Same NTEE code Y20, revenue within 5x
MASSACHUSETTS LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATIONMAY20 $40,425,091$990,127 EXECUTIVE DIRECTOR$128,500 Same NTEE code Y20, revenue within 5x
NEW YORK TRADES COUNCIL & HOTEL ASSOCIATION OF NEW YORK CITYNYY20 $294,359,296$282,727,285 CHIEF EXEC OFFICER$2,463,302 Same NTEE code Y20, revenue within 5x
MOUNT SINAI HOSPITAL INSURANCE TRUST NO 1FLY20 $47,019,813$46,995,922 PRESIDENT/CEO$2,535,492 Same NTEE code Y20, revenue within 5x
SSMHCS LIABILITY TRUST MERCANTILE BANK TTEEMOY20 $51,410,370$38,589,886 TRUSTEE, CFO OF SSM HEALTH$1,677,558 Same NTEE code Y20, revenue within 5x
RVC INSURANCE COMPANY INCNYY20 $38,643,811$41,272,308 DIRECTOR$4,755,111 Same NTEE code Y20, revenue within 5x
COLLEGE INSURANCE COMPANYVTY20 $36,291,433$34,894,035 PRESIDENT/CHAIR$788,506 Same NTEE code Y20, revenue within 5x

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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE GRIFFITH INSURANCE EDUCATION FOUNDATION DAF sponsor$2,853,8641 12020–2020 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
CHARITIES AID FOUNDATION AMERICA DAF sponsor$600,0003 12020–2022 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
NATIONAL PHILANTHROPIC TR DAF sponsor$116,0002 12023–2024 PENNSBURY SOCIETY
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$100,0001 12016–2016 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$50,0001 12013–2013 NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA
PEW CHARITABLE TRUSTS DAF sponsor$31,3001 12024–2024 PENNSBURY SOCIETY
WESTFIELD INSURANCE FOUNDATION Private foundation$30,0002 12023–2024 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
DONOR ADVISED CHARITABLE GIVING DAF sponsor$17,5001 12020–2020 PENNSBURY SOCIETY
BARRA FOUNDATION INC Private foundation$2,5001 12020–2020 PENNSBURY SOCIETY
GRUNDY FOUNDATION Private foundation$2,0001 12015–2015 PENNSBURY SOCIETY
HYLANT FAMILY FOUNDATION Private foundation$1,0001 12014–2014 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
EMC INSURANCE FOUNDATION Private foundation$5001 12021–2021 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
AMAZONSMILE FOUNDATION Private foundation$2353 22020–2023 PENNSBURY SOCIETY; NONPROFIT INSURANCE TRUST
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$1001 12014–2014 PENNSBURY SOCIETY
THE QUAKER HOUGHTON FOUNDATION Private foundation$251 12022–2022 PENNSBURY SOCIETY

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 · $144,859,973 spent · pay $774,014 · grants $0 · events $1,921
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $133,465,370$133,465,370-- 92.1%
Other (as described)CLAIMS PROCESSOR $5,914,570-$5,914,570- 4.1%
Other (as described)INSURANCE PREMIUMS $1,728,593$1,728,593-- 1.2%
Fees: other services $1,296,832-$1,296,832- 0.9%
Other (as described)ADMINISTRATOR $609,396-$609,396- 0.4%
Other salaries and wages $378,970$378,970-- 0.3%
Royalties $368,964-$368,964- 0.3%
All other expenses $286,160$282,169$3,991- 0.2%
Pay: officers, directors, trustees, key employees $281,551$281,551-- 0.2%
Insurance $124,169-$124,169- 0.1%
Fees: legal $114,383-$114,383- 0.1%
Office expenses $54,943-$54,943- 0.0%
Other employee benefits $46,532$46,532-- 0.0%
Payroll taxes $44,140$44,140-- 0.0%
Occupancy $31,854-$31,854- 0.0%
Fees: investment management $30,869-$30,869- 0.0%
Pension plan contributions $22,821$22,821-- 0.0%
Fees: accounting $20,900-$20,900- 0.0%
Travel $13,533-$13,533- 0.0%
Interest $11,152-$11,152- 0.0%
Advertising and promotion $8,014-$8,014- 0.0%
Fees: management $4,336-$4,336- 0.0%
Conferences, conventions and meetings $1,921-$1,921- 0.0%
Total$144,859,973100%

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2023 · Form 990 · $145,105,364 spent · pay $668,425 · grants $0 · events $3,678
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $132,033,554$132,033,554-- 91.0%
Other (as described)CLAIMS PROCESSOR $6,397,105-$6,397,105- 4.4%
Other (as described)INSURANCE PREMIUMS $2,937,057$2,937,057-- 2.0%
Fees: other services $1,250,623-$1,250,623- 0.9%
Other (as described)ADMINISTRATOR $650,772-$650,772- 0.4%
Royalties $383,652-$383,652- 0.3%
All other expenses $333,604$332,779$825- 0.2%
Other salaries and wages $314,860$314,860-- 0.2%
Pay: officers, directors, trustees, key employees $258,924$258,924-- 0.2%
Insurance $121,279-$121,279- 0.1%
Fees: legal $116,445-$116,445- 0.1%
Fees: accounting $55,250-$55,250- 0.0%
Office expenses $49,340-$49,340- 0.0%
Fees: investment management $45,139-$45,139- 0.0%
Payroll taxes $38,735$38,735-- 0.0%
Other employee benefits $37,696$37,696-- 0.0%
Occupancy $27,052-$27,052- 0.0%
Pension plan contributions $18,210$18,210-- 0.0%
Advertising and promotion $18,002-$18,002- 0.0%
Travel $10,104-$10,104- 0.0%
Fees: management $4,283-$4,283- 0.0%
Conferences, conventions and meetings $3,678-$3,678- 0.0%
Total$145,105,364100%

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2022 · Form 990 · $122,402,451 spent · pay $579,277 · grants $0 · events $6,269
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $109,200,640$109,200,640-- 89.2%
Other (as described)CLAIMS PROCESSOR $6,390,705-$6,390,705- 5.2%
Other (as described)INSURANCE PREMIUMS $3,388,132$3,388,132-- 2.8%
Fees: other services $1,187,497-$1,187,497- 1.0%
Other (as described)ADMINISTRATOR $576,664-$576,664- 0.5%
Royalties $365,112-$365,112- 0.3%
All other expenses $299,755$297,042$2,713- 0.2%
Pay: officers, directors, trustees, key employees $251,211$251,211-- 0.2%
Other salaries and wages $249,450$249,450-- 0.2%
Fees: legal $134,813-$134,813- 0.1%
Insurance $114,498-$114,498- 0.1%
Fees: investment management $48,276-$48,276- 0.0%
Office expenses $43,133-$43,133- 0.0%
Payroll taxes $35,918$35,918-- 0.0%
Other employee benefits $27,731$27,731-- 0.0%
Occupancy $24,240-$24,240- 0.0%
Fees: accounting $19,750-$19,750- 0.0%
Pension plan contributions $14,967$14,967-- 0.0%
Advertising and promotion $12,689-$12,689- 0.0%
Travel $6,271-$6,271- 0.0%
Conferences, conventions and meetings $6,269-$6,269- 0.0%
Fees: management $4,730-$4,730- 0.0%
Total$122,402,451100%

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2021 · Form 990 · $112,234,657 spent · pay $612,967 · grants $0 · events $3,344
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $101,379,165$101,379,165-- 90.3%
Other (as described)CLAIMS PROCESSOR $4,725,229-$4,725,229- 4.2%
Other (as described)INSURANCE PREMIUMS $3,024,621$3,024,621-- 2.7%
Fees: other services $1,123,792-$1,123,792- 1.0%
Other (as described)ADMINISTRATOR $506,139-$506,139- 0.5%
Royalties $360,000-$360,000- 0.3%
Pay: officers, directors, trustees, key employees $287,485$287,485-- 0.3%
Other salaries and wages $246,072$246,072-- 0.2%
All other expenses $158,677$158,203$474- 0.1%
Insurance $103,920-$103,920- 0.1%
Fees: legal $70,326-$70,326- 0.1%
Fees: accounting $69,000-$69,000- 0.1%
Fees: investment management $36,222-$36,222- 0.0%
Payroll taxes $36,144$36,144-- 0.0%
Other employee benefits $28,122$28,122-- 0.0%
Occupancy $23,400-$23,400- 0.0%
Office expenses $20,795-$20,795- 0.0%
Pension plan contributions $15,144$15,144-- 0.0%
Advertising and promotion $10,998-$10,998- 0.0%
Fees: management $5,890-$5,890- 0.0%
Conferences, conventions and meetings $3,344-$3,344- 0.0%
Travel $172-$172- 0.0%
Total$112,234,657100%

View the filing

2020 · Form 990 · $105,512,924 spent · pay $563,681 · grants $0 · events $1,918
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $94,285,701$94,285,701-- 89.4%
Other (as described)CLAIMS PROCESSOR $5,581,255-$5,581,255- 5.3%
Other (as described)INSURANCE PREMIUMS $2,395,367$2,395,367-- 2.3%
Fees: other services $1,287,549-$1,287,549- 1.2%
Other (as described)ADMINISTRATOR $599,650-$599,650- 0.6%
Royalties $360,000-$360,000- 0.3%
Pay: officers, directors, trustees, key employees $254,376$254,376-- 0.2%
Other salaries and wages $236,223$236,223-- 0.2%
All other expenses $149,012$148,922$90- 0.1%
Insurance $84,767-$84,767- 0.1%
Office expenses $60,300-$60,300- 0.1%
Fees: legal $51,047-$51,047- 0.0%
Fees: investment management $33,329-$33,329- 0.0%
Payroll taxes $31,446$31,446-- 0.0%
Occupancy $29,600-$29,600- 0.0%
Other employee benefits $27,463$27,463-- 0.0%
Fees: accounting $18,750-$18,750- 0.0%
Pension plan contributions $14,173$14,173-- 0.0%
Advertising and promotion $6,352-$6,352- 0.0%
Fees: management $4,280-$4,280- 0.0%
Conferences, conventions and meetings $1,918-$1,918- 0.0%
Travel $366-$366- 0.0%
Total$105,512,924100%

View the filing

2019 · Form 990 · $92,347,290 spent · pay $520,839 · grants $0 · events $1,513
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $80,906,716$80,906,716-- 87.6%
Other (as described)CLAIMS PROCESSOR $4,877,816-$4,877,816- 5.3%
Other (as described)INSURANCE PREMIUMS $2,040,677$2,040,677-- 2.2%
Fees: other services $1,377,177-$1,377,177- 1.5%
All other expenses $1,346,281$1,320,306$25,975- 1.5%
Other (as described)ADMINISTRATOR $594,875-$594,875- 0.6%
Royalties $360,000-$360,000- 0.4%
Pay: officers, directors, trustees, key employees $247,439$247,439-- 0.3%
Other salaries and wages $207,698$207,698-- 0.2%
Fees: legal $92,653-$92,653- 0.1%
Insurance $72,192-$72,192- 0.1%
Occupancy $42,000-$42,000- 0.0%
Fees: investment management $40,812-$40,812- 0.0%
Payroll taxes $27,960$27,960-- 0.0%
Office expenses $27,587-$27,587- 0.0%
Other employee benefits $23,314$23,314-- 0.0%
Advertising and promotion $20,179-$20,179- 0.0%
Fees: accounting $18,500-$18,500- 0.0%
Pension plan contributions $14,428$14,428-- 0.0%
Travel $3,975-$3,975- 0.0%
Fees: management $3,498-$3,498- 0.0%
Conferences, conventions and meetings $1,513-$1,513- 0.0%
Total$92,347,290100%

View the filing

2018 · Form 990 · $99,626,818 spent · pay $488,093 · grants $0 · events $5,090
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $89,738,917$89,738,917-- 90.1%
Other (as described)CLAIMS PROCESSOR $4,595,642-$4,595,642- 4.6%
Other (as described)INSURANCE PREMIUMS $1,925,029$1,925,029-- 1.9%
Fees: other services $1,466,184-$1,466,184- 1.5%
Other (as described)ADMINISTRATOR $526,731-$526,731- 0.5%
Royalties $360,000-$360,000- 0.4%
Pay: officers, directors, trustees, key employees $347,496$347,496-- 0.3%
All other expenses $155,472$87,607$67,865- 0.2%
Fees: legal $110,103-$110,103- 0.1%
Other salaries and wages $102,133$102,133-- 0.1%
Insurance $66,278-$66,278- 0.1%
Occupancy $42,000-$42,000- 0.0%
Fees: accounting $36,250-$36,250- 0.0%
Advertising and promotion $34,458-$34,458- 0.0%
Office expenses $31,963-$31,963- 0.0%
Fees: investment management $30,864-$30,864- 0.0%
Payroll taxes $28,992$28,992-- 0.0%
Travel $9,822-$9,822- 0.0%
Pension plan contributions $5,190$5,190-- 0.0%
Conferences, conventions and meetings $5,090-$5,090- 0.0%
Other employee benefits $4,282$4,282-- 0.0%
Fees: management $3,922-$3,922- 0.0%
Total$99,626,818100%

View the filing

2016 · Form 990 · $79,074,447 spent · pay $296,550 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $67,886,435$67,886,435-- 85.9%
Other (as described)INSURANCE PREMIUMS $5,872,544$5,872,544-- 7.4%
Other (as described)CLAIMS PROCESSOR $2,851,740-$2,851,740- 3.6%
Fees: other services $1,087,124-$1,087,124- 1.4%
Other (as described)ADMINISTRATOR $316,509-$316,509- 0.4%
Royalties $300,000-$300,000- 0.4%
Pay: officers, directors, trustees, key employees $224,438$224,438-- 0.3%
All other expenses $223,477$120,920$102,557- 0.3%
Fees: legal $172,162-$172,162- 0.2%
Insurance $58,029-$58,029- 0.1%
Other salaries and wages $53,673$53,673-- 0.1%
Payroll taxes $15,639$15,639-- 0.0%
Fees: investment management $9,877-$9,877- 0.0%
Pension plan contributions $2,800$2,800-- 0.0%
Total$79,074,447100%

View the filing

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