UAW RETIREES HEALTH CARE TR
Cite this
Plain text UAW RETIREES HEALTH CARE TR. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/uaw-retirees-health-care-tr-477404015. Retrieved 2026-10-25.
APA furp.org. (n.d.). UAW RETIREES HEALTH CARE TR [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 25, 2026, from https://furp.org/org/uaw-retirees-health-care-tr-477404015
MLA “UAW RETIREES HEALTH CARE TR.” furp.org, tax years 2015–2024, https://furp.org/org/uaw-retirees-health-care-tr-477404015. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $20.4M · expenses $18.9M · assets $440.0M
- EIN
- 47-7404015
- Address
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- September 2016 (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 HELP FUND CERTAIN BENEFITS PROVIDED TO ELIGIBLE RETIRED EMPLOYEES OF THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (UAW), AND OTHER ELIGIBLE INDIVIDUALS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
15 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 |
|---|---|---|---|---|---|
| Scott Andrews | COMMITTEE MEMBER | 2016-2024 | $30,696 | $1,345,524 | 1 |
| Renee Turner-Bailey | COMMITTEE MEMBER | 2021-2024 | $171,127 | $643,297 | 3 |
| Janice Caruso | COMMITTEE MEMBER | 2021-2024 | $25,018 | $259,214 | 1 |
| Francine Parker | CHAIRPERSON | 2015-2024 | $30,822 | $212,340 | 12 |
| Comerica | INSTITUTIONAL TRUSTEE | 2015-2024 | $81,289 | $209,425 | 2 |
| Gary B Mann | COMMITTEE MEMBER | 2015-2024 | $27,079 | $174,714 | 1 |
| James L King | COMMITTEE MEMBER | 2015-2024 | $27,416 | $172,051 | 1 |
| Gary Petroni | COMMITTEE MEMBER | 2015-2024 | $24,902 | $169,537 | 10 |
| Jessica Gubing | COMMITTEE MEMBER | 2019-2024 | $24,902 | $115,537 | 5 |
| Susanne Mitchell (former) | COMMITTEE MEMBER-SERVED PARTIAL YR | 2017-2020 | $66,614 | $703,381 | 3 |
| Tony Vultaggio (former) | COMMITTEE MEMBER-SERVED PARTIAL YEAR | 2020-2021 | $149,815 | $369,620 | 2 |
| Frank Keatts (former) | COMMITTEE MEMBER - PARTIAL YEAR | 2015-2017 | $203,798 | $365,328 | 1 |
| Karen Dunning (former) | COMMITTEE MEMBER-SERVED PARTIAL YEAR | 2015-2021 | $5,918 | $139,789 | 1 |
| Charles Kearney (former) | COMMITTEE MEMBER | 2015-2016 | $117,593 | $124,198 | 2 |
| Thomas F Duzak (former) | COMMITTEE MEMBER - PARTIAL | 2015-2018 | $15,636 | $51,636 | 1 |
People by year
2024 · 9 people listed · 9 paid, $443K · 0 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE TURNER-BAILEY | COMMITTEE MEMBER | 1 | $0 | $169,881 | $1,246 | $171,127 | 3 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $81,289 | $0 | $0 | $81,289 | 2 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $30,822 | $0 | $0 | $30,822 | 12 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $30,086 | $610 | $0 | $30,696 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $27,416 | $0 | $0 | $27,416 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $27,079 | $0 | $0 | $27,079 | 1 |
| JANICE CARUSO | COMMITTEE MEMBER | 1 | $24,903 | $115 | $0 | $25,018 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $24,902 | $0 | $0 | $24,902 | 10 |
| JESSICA GUBING | COMMITTEE MEMBER | 1 | $24,902 | $0 | $0 | $24,902 | 5 |
2023 · 9 people listed · 9 paid, $416K · 0 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE TURNER-BAILEY | COMMITTEE MEMBER | 1 | $0 | $156,947 | $2,786 | $159,733 | 3 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $17,393 | $70,689 | $169 | $88,251 | 1 |
| JANICE CARUSO | COMMITTEE MEMBER | 1 | $18,635 | $41,726 | $25 | $60,386 | 1 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,968 | $0 | $0 | $22,968 | 12 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $21,635 | $0 | $0 | $21,635 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,635 | $0 | $0 | $18,635 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,635 | $0 | $0 | $18,635 | 10 |
| JESSICA GUBING | COMMITTEE MEMBER | 1 | $18,635 | $0 | $0 | $18,635 | 5 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $7,589 | $0 | $0 | $7,589 | 2 |
2022 · 9 people listed · 9 paid, $503K · 0 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE TURNER BAILEY | COMMITTEE MEMBER | 1 | $0 | $158,412 | $2,998 | $161,410 | 3 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $154,149 | $2,161 | $156,310 | 1 |
| JANICE CARUSO | COMMITTEE MEMBER | 1 | $0 | $84,289 | $580 | $84,869 | 1 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
| JESSICA GUBING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 5 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $5,996 | $0 | $0 | $5,996 | 2 |
2021 · 11 people listed · 11 paid, $649K · 0 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $151,352 | $2,078 | $153,430 | 1 |
| RENEE TURNER BAILEY | COMMITTEE MEMBER-SERVED PARTIAL YEAR | 1 | $0 | $148,372 | $2,655 | $151,027 | 3 |
| TONY VULTAGGIO | COMMITTEE MEMBER-SERVED PARTIAL YEAR | 1 | $0 | $147,690 | $2,125 | $149,815 | 2 |
| JANICE CARUSO | COMMITTEE MEMBER-SERVED PARTIAL YEAR | 1 | $0 | $88,373 | $568 | $88,941 | 1 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
| JESSICA GUBING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 5 |
| KAREN DUNNING | COMMITTEE MEMBER-SERVED PARTIAL YEAR | 1 | $5,918 | $0 | $0 | $5,918 | 1 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $5,277 | $0 | $0 | $5,277 | 2 |
2020 · 10 people listed · 10 paid, $613K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TONY VULTAGGIO | COMMITTEE MEMBER-SERVED PARTIAL YR | 1 | $0 | $163,851 | $55,954 | $219,805 | 2 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $159,161 | $49,844 | $209,005 | 1 |
| SUSANNE MITCHELL | COMMITTEE MEMBER-SERVED PARTIAL YR | 1 | $4,500 | $38,630 | $23,484 | $66,614 | 3 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| KAREN DUNNING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
| JESSICA GUBING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 5 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $5,068 | $0 | $0 | $5,068 | 2 |
2019 · 9 people listed · 9 paid, $573K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSANNE MITCHELL | COMMITTEE MEMBER | 1 | $0 | $210,125 | $48,208 | $258,333 | 3 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $151,141 | $45,709 | $196,850 | 1 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| KAREN DUNNING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
| JESSICA GUBING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 5 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $5,051 | $0 | $0 | $5,051 | 2 |
2018 · 9 people listed · 9 paid, $508K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSANNE MITCHELL | COMMITTEE MEMBER | 1 | $0 | $150,433 | $48,909 | $199,342 | 3 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $141,094 | $48,384 | $189,478 | 1 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| KAREN DUNNING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
| THOMAS F DUZAK | COMMITTEE MEMBER - PARTIAL | 1 | $15,636 | $0 | $0 | $15,636 | 1 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $8,537 | $0 | $0 | $8,537 | 2 |
2017 · 10 people listed · 10 paid, $745K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK KEATTS | COMMITTEE MEMBER - PARTIAL YEAR | 1 | $0 | $151,307 | $52,491 | $203,798 | 1 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $138,616 | $46,037 | $184,653 | 1 |
| SUSANNE MITCHELL | COMMITTEE MEMBER - PARTIAL YEAR | 1 | $0 | $150,112 | $28,980 | $179,092 | 3 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $61,946 | $0 | $0 | $61,946 | 2 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| THOMAS F DUZAK | COMMITTEE MEMBER | 1 | $21,000 | $0 | $0 | $21,000 | 1 |
| KAREN DUNNING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
2016 · 10 people listed · 10 paid, $588K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK KEATTS | COMMITTEE MEMBER | 1 | $0 | $154,096 | $0 | $154,096 | 1 |
| SCOTT ANDREWS | COMMITTEE MEMBER | 1 | $0 | $136,851 | $0 | $136,851 | 1 |
| CHARLES KEARNEY | COMMITTEE MEMBER | 1 | $0 | $117,593 | $0 | $117,593 | 2 |
| KAREN DUNNING | COMMITTEE MEMBER | 1 | $9,000 | $50,481 | $0 | $59,481 | 1 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $28,672 | $0 | $0 | $28,672 | 2 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $22,650 | $0 | $0 | $22,650 | 12 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $18,000 | $0 | $0 | $18,000 | 10 |
| THOMAS F DUZAK | COMMITTEE MEMBER | 1 | $15,000 | $0 | $0 | $15,000 | 1 |
2015 · 9 people listed · 3 paid, $16K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK KEATTS | COMMITTEE MEMBER | 1 | $0 | $5,121 | $2,313 | $7,434 | 1 |
| CHARLES KEARNEY | COMMITTEE MEMBER | 1 | $0 | $4,618 | $1,987 | $6,605 | 2 |
| KAREN DUNNING | COMMITTEE MEMBER | 1 | $0 | $2,390 | $0 | $2,390 | 1 |
| FRANCINE PARKER | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 12 |
| THOMAS F DUZAK | COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES L KING | COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY B MANN | COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY PETRONI | COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 10 |
| COMERICA | INSTITUTIONAL TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $970,583 |
| CENTRAL DATA SERVICES | PITTSBURGH, PA | ADMINISTRATIVE SERVICES | $401,098 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVICES | $294,138 |
| PRUDENTIAL TRUST CO | SCRANTON, PA | INVESTMENT MANAGEMENT | $148,990 |
| SEGAL MARCO ADVISORS | ATLANTA, GA | INVESTMENT MANAGEMENT | $130,000 |
2023 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $1,015,689 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVICES | $288,548 |
| CENTRAL DATA SERVICES | PITTSBURGH, PA | ADMINISTRATIVE SERVICES | $266,345 |
| PRUDENTIAL TRUST CO | SCRANTON, PA | INVESTMENT MANAGEMENT | $206,253 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $156,715 |
2022 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $1,020,616 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $322,639 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVICES | $268,751 |
| PRUDENTIAL TRUST CO | SCRANTON, PA | INVESTMENT MANAGEMENT | $191,431 |
| STATE STREET GLOBAL ADVISORS TRUST CO | BOSTON, MA | INVESTMENT MANAGEMENT | $114,562 |
2021 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $993,296 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $344,596 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVICES | $282,169 |
| PRUDENTIAL TRUST CO | SCRANTON, PA | INVESTMENT MANAGEMENT | $191,093 |
| STATE STREET GLOBAL ADVISORS TRUST CO | BOSTON, MA | INVESTMENT MANAGEMENT | $131,840 |
2020 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $990,835 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $386,703 |
| PRUDENTIAL TRUST CO | SCRANTON, PA | INVESTMENT MANAGEMENT | $180,015 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVICES | $175,097 |
| STATE STREET GLOBAL ADVISORS TRUST CO | BOSTON, MA | INVESTMENT MANAGEMENT | $152,642 |
2019 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $792,947 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $456,192 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVICES | $310,487 |
| PRUDENTIAL TRUST CO | CINCINNATI, OH | INVESTMENT MANAGEMENT | $182,306 |
| STATE STREET GLOBAL ADVISORS TRUST CO | BOSTON, MA | INVESTMENT MANAGEMENT | $143,621 |
2018 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $802,697 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $469,464 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVIES | $391,157 |
| PRUDENTIAL TRUST CO | NEWARK, NJ | INVESTMENT MANAGEMENT | $174,746 |
| SEGAL MARCO ADVISORS | ATLANTA, GA | INVESTMENT MANAGEMENT | $105,000 |
2017 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $849,333 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $478,024 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVIES | $234,743 |
| STATE STREET GLOBAL ADVISORS | BOSTON, MA | INVESTMENT MANAGEMENT | $153,368 |
| PRUDENTIAL TRUST CO | NEWARK, NJ | INVESTMENT MANAGEMENT | $124,031 |
2016 · 4 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | SOUTHFIELD, MI | ADMINISTRATIVE SERVICES | $704,048 |
| BENESYS INC | TROY, MI | ADMINISTRATIVE AND IT SERVICES | $445,607 |
| MILLIMAN INC | SEATTLE, WA | ACTUARIAL SERVIES | $259,301 |
| SACHS WALDMAN | DETROIT, MI | ATTORNEY FEES | $123,565 |
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 | ||||||||
| $20,384,074 | $18,871,580 | $440,036,782 | $439,877,753 | $0 | $621,704 | $181,142 | 0 | 1 |
| 2023 · Form 990 | ||||||||
| $9,765,896 | $19,856,352 | $421,563,386 | $421,484,185 | $0 | $728,111 | $162,313 | 0 | 1 |
| 2022 · Form 990 | ||||||||
| $11,275,375 | $17,102,014 | $394,862,366 | $394,660,044 | $0 | $1,134,147 | $96,405 | 0 | 1 |
| 2021 · Form 990 | ||||||||
| $16,855,371 | $17,160,735 | $461,032,982 | $460,835,980 | $0 | $746,728 | $100,568 | 0 | 1 |
| 2020 · Form 990 | ||||||||
| $13,254,841 | $16,095,578 | $442,097,842 | $441,969,053 | $0 | $527,627 | $117,150 | 0 | 2 |
| 2019 · Form 990 | ||||||||
| $11,361,476 | $16,312,904 | $415,019,451 | $414,775,854 | $0 | $549,897 | $112,650 | 0 | 2 |
| 2018 · Form 990 | ||||||||
| $46,557,954 | $15,877,241 | $379,183,947 | $378,983,145 | $0 | $733,316 | $110,286 | 0 | 2 |
| 2017 · Form 990 | ||||||||
| $11,004,220 | $16,660,804 | $401,262,820 | $400,760,990 | $0 | $1,548,996 | $115,650 | 0 | 2 |
| 2016 · Form 990 | ||||||||
| $9,639,573 | $14,664,184 | $377,586,585 | $375,444,577 | $0 | $385,726 | $100,650 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $375,740,413 | $133,218 | $375,740,413 | $375,607,195 | $0 | $375,450,693 | $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.
- UAW RETIREES OF THE BUDD COMPANY HEALTH & WELFARE TRUST Pittsburgh, PA · 3 people in common (Comerica, Francine Parker, Gary Petroni)
- THE GREATER DETROIT HEALTH TRANSITION Novi, MI · 3 people in common (Francine Parker, Gary Petroni, Renee Turner-Bailey)
- UAW RETIREE MEDICAL BENEFITS TR Detroit, MI · 2 people in common (Francine Parker, Jessica Gubing)
- UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR Washington, DC · 2 people in common (Francine Parker, Gary Petroni)
- UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND Pittsburgh, PA · 2 people in common (Francine Parker, Gary Petroni)
- UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU Troy, MI · 2 people in common (Francine Parker, Gary Petroni)
- UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST Washington, DC · 2 people in common (Francine Parker, Gary Petroni)
- NATIONAL INSTITUTE FOR HEALTH CARE REFORM Auburn Hills, MI · 2 people in common (Jessica Gubing, Renee Turner-Bailey)
- UAW RETIREES OF ACC BENEFIT TR Troy, MI · 2 people in common (Francine Parker, Gary Petroni)
- THE ECONOMIC ALLIANCE FOR MICHIGAN Novi, MI · 2 people in common (Francine Parker, Jessica Gubing)
- HENRY FORD HEALTH SYSTEM Detroit, MI · 1 person in common (Francine Parker)
- HEALTH ALLIANCE PLAN OF MICHIGAN Detroit, MI · 1 person in common (Francine Parker)
- SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION Southfield, MI · 1 person in common (Gary Petroni)
- HEALTH CARE TRANSFORMATION TASK FORCE INC Washington, DC · 1 person in common (Jessica Gubing)
- AEPC Birmingham, MI · 1 person in common (Gary Petroni)
- INTERNATIONAL UNION UNITED AUTO AEROSPACE & AGRICULTURAL WORKERS Detroit, MI · 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).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UAW RETIREES OF THE BUDD COMPANY HEALTH & WELFARE TRUST | PA | Y43 | $23,560,896 | $28,792,353 | COMMITTEE MEMBER | $75,491 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| RETIREES OF CTNA HEALTH CARE TRUST | PA | Y43 | $14,576,351 | $5,334,523 | COMMITTEE MEMBER, CHAIR | $30,706 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | PA | Y43 | $28,480,993 | $24,658,511 | COMMITTEE MEMBER | $112,879 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ALPA RETIREE HEALTH PLAN FOR JETBLUE PILOTS VEBA TR | PA | Y43 | $19,539,134 | $739,398 | ASSISTANT DIR, REPRESENTATION | $459,831 | Same NTEE code Y43, revenue within 2x, same state |
| VEBA FOR RETIREES OF KAISER ALUMINUM | PA | Y43 | $23,837,686 | $35,270,642 | TRUSTEE/CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR | PA | Y43 | $11,266,239 | $4,979,305 | TRUSTEE | $13,987 | Same NTEE code Y43, revenue within 2x, same state |
| THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE | PA | Y43 | $10,850,874 | $116,866 | INSTITUTIONAL TRUSTEE | $116,866 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED STATES STEEL CORPORATION LEGACY RETIREE INS BENEFITS TRU | PA | Y43 | $27,029,951 | $27,854,760 | INSTITUTIONAL TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS | PA | Y43 | $10,485,517 | $11,511,862 | Trustee (Schedule O) | $0 | Same NTEE code Y43, revenue within 2x, same state |
| POST-RETIREMENT BENEFIT TR FOR SHARED RETIREES | PA | Y43 | $18,593,289 | $18,983,130 | TRUSTEE (SEE SCHEDULE O) | $0 | Same NTEE code Y43, revenue within 2x, same state |
| BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUD | PA | Y43 | $35,415,586 | $25,902,007 | UNION TRUSTEE | $258,865 | Same NTEE code Y43, revenue within 2x, same state |
| FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN | PA | Y43 | $17,961,634 | $5,649,400 | ASST. DIRECTOR, REPRESENTATION | $459,861 | Same NTEE code Y43, revenue within 2x, same state |
| GLENN O HAWBAKER INC EMPLOYEE WELFARE TRUST | PA | Y43 | $18,605,085 | $18,120,816 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES | PA | Y43 | $13,008,639 | $26,561,014 | INSTITUTIONAL TRUSTEE | $331,045 | Same NTEE code Y43, revenue within 2x, same state |
| IUPAT OF WESTERN PENNSYLVANIA WELFARE FUND | PA | Y43 | $23,112,780 | $21,516,322 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU | MI | Y43 | $21,595,074 | $19,575,256 | COMMITTEE CHAIR | $133,305 | Same NTEE code Y43, revenue within 2x, similar mission |
| PLAN A HEALTH CARE PLAN TR | IL | Y43 | $11,177,348 | $13,365,490 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar name |
| NYSUT RETIREE VEBA HEALTH FUND | NY | Y43 | $14,390,641 | $12,308,674 | TRUSTEE/CHAIRPERSON | $345,374 | Same NTEE code Y43, revenue within 2x |
| TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST | NY | Y43 | $24,199,676 | $3,161,837 | TRUSTEE | $1,500 | Same NTEE code Y43, revenue within 2x |
| INDEPENDENT CARE HEALTH BENEFIT TR | NC | Y43 | $14,500,643 | $11,418,136 | EXECUTIVE BUSINESS ADVISOR | $583,236 | Same NTEE code Y43, revenue within 2x |
| CN ENTERPRISES HEALTH PLAN TR | OK | Y43 | $21,166,821 | $20,244,935 | GGS/GGRP - TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
| PIPE TRADES SERVICES MN RETIREE HEALTH FUND | MN | Y43 | $27,775,099 | $12,232,887 | CHAIR (THRU 12/2024) | $0 | Same NTEE code Y43, revenue within 2x |
| TWU LOCAL 100 HEALTH FUND | NY | Y43 | $22,337,428 | $19,152,850 | TRUSTEE | $252,416 | Same NTEE code Y43, revenue within 2x, similar mission |
| LEISURE CARE HEALTH BENEFITS TRUST | WA | Y43 | $11,678,037 | $11,678,037 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
| UNITED ARIZONA FIREFIGHTERS HEALTH CARE TRUST | AZ | Y43 | $15,040,660 | $13,992,805 | Trustee | $0 | 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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN |
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 · $18,871,580 spent · pay $181,142 · grants $0 · events $20,175
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,155,482 | - | - | - | 85.6% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,435,076 | - | - | - | 7.6% |
| Fees: other services | $492,679 | - | - | - | 2.6% | |
| Fees: investment management | $357,247 | - | - | - | 1.9% | |
| Pay: officers, directors, trustees, key employees | $181,142 | - | - | - | 1.0% | |
| Fees: accounting | $120,968 | - | - | - | 0.6% | |
| Fees: legal | $57,543 | - | - | - | 0.3% | |
| Office expenses | $22,021 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $20,175 | - | - | - | 0.1% | |
| Other (as described) | BANK FEE | $16,067 | - | - | - | 0.1% |
| Insurance | $6,611 | - | - | - | 0.0% | |
| Other (as described) | TAXES | $6,569 | - | - | - | 0.0% |
| Total | $18,871,580 | 100% |
2023 · Form 990 · $19,856,352 spent · pay $162,313 · grants $0 · events $19,149
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,106,750 | - | - | - | 86.2% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,515,253 | - | - | - | 7.6% |
| Fees: other services | $440,091 | - | - | - | 2.2% | |
| Fees: investment management | $358,977 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $162,313 | - | - | - | 0.8% | |
| Fees: legal | $81,949 | - | - | - | 0.4% | |
| Fees: accounting | $67,722 | - | - | - | 0.3% | |
| Office expenses | $57,057 | - | - | - | 0.3% | |
| Other (as described) | OTHER EXPENSES | $31,379 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $19,149 | - | - | - | 0.1% | |
| Other (as described) | TAXES | $6,796 | - | - | - | 0.0% |
| Insurance | $4,880 | - | - | - | 0.0% | |
| Other (as described) | BANK FEE | $4,036 | - | - | - | 0.0% |
| Total | $19,856,352 | 100% |
2022 · Form 990 · $17,102,014 spent · pay $96,405 · grants $0 · events $8,505
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,696,849 | - | - | - | 85.9% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,386,701 | - | - | - | 8.1% |
| Fees: other services | $429,151 | - | - | - | 2.5% | |
| Fees: investment management | $311,989 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $96,405 | - | - | - | 0.6% | |
| Fees: legal | $77,687 | - | - | - | 0.5% | |
| Fees: accounting | $45,628 | - | - | - | 0.3% | |
| Office expenses | $29,511 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $8,505 | - | - | - | 0.0% | |
| Other (as described) | TAXES | $6,797 | - | - | - | 0.0% |
| Other (as described) | BANK FEE | $6,666 | - | - | - | 0.0% |
| Insurance | $3,525 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $2,600 | - | - | - | 0.0% |
| Total | $17,102,014 | 100% |
2021 · Form 990 · $17,160,735 spent · pay $100,568 · grants $0 · events $924
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,727,609 | - | - | - | 85.8% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,385,496 | - | - | - | 8.1% |
| Fees: other services | $442,382 | - | - | - | 2.6% | |
| Fees: investment management | $328,210 | - | - | - | 1.9% | |
| Pay: officers, directors, trustees, key employees | $100,568 | - | - | - | 0.6% | |
| Fees: accounting | $71,437 | - | - | - | 0.4% | |
| Fees: legal | $61,751 | - | - | - | 0.4% | |
| Office expenses | $19,487 | - | - | - | 0.1% | |
| Other (as described) | BANK FEE | $10,564 | - | - | - | 0.1% |
| Other (as described) | TAXES | $6,791 | - | - | - | 0.0% |
| Insurance | $3,060 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $2,456 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $924 | - | - | - | 0.0% | |
| Total | $17,160,735 | 100% |
2020 · Form 990 · $16,095,578 spent · pay $117,150 · grants $0 · events $12
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,701,928 | - | - | - | 85.1% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,427,516 | - | - | - | 8.9% |
| Fees: investment management | $337,725 | - | - | - | 2.1% | |
| Fees: other services | $332,990 | - | - | - | 2.1% | |
| Pay: officers, directors, trustees, key employees | $117,150 | - | - | - | 0.7% | |
| Fees: legal | $65,526 | - | - | - | 0.4% | |
| Fees: accounting | $60,519 | - | - | - | 0.4% | |
| Office expenses | $34,604 | - | - | - | 0.2% | |
| Other (as described) | BANK FEE | $7,413 | - | - | - | 0.0% |
| Other (as described) | TAXES | $5,790 | - | - | - | 0.0% |
| Insurance | $3,060 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $1,345 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $12 | - | - | - | 0.0% | |
| Total | $16,095,578 | 100% |
2019 · Form 990 · $16,312,904 spent · pay $112,650 · grants $0 · events $14,546
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,917,315 | - | - | - | 85.3% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,292,525 | - | - | - | 7.9% |
| Fees: other services | $468,018 | - | - | - | 2.9% | |
| Fees: investment management | $330,978 | - | - | - | 2.0% | |
| Pay: officers, directors, trustees, key employees | $112,650 | - | - | - | 0.7% | |
| Fees: legal | $79,887 | - | - | - | 0.5% | |
| Fees: accounting | $58,471 | - | - | - | 0.4% | |
| Office expenses | $28,158 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $14,546 | - | - | - | 0.1% | |
| Other (as described) | TAXES | $4,712 | - | - | - | 0.0% |
| Insurance | $4,193 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $1,403 | - | - | - | 0.0% |
| Other (as described) | BANK FEE | $48 | - | - | - | 0.0% |
| Total | $16,312,904 | 100% |
2018 · Form 990 · $15,877,241 spent · pay $110,286 · grants $0 · events $14,798
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,414,604 | - | - | - | 84.5% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,313,885 | - | - | - | 8.3% |
| Fees: other services | $543,441 | - | - | - | 3.4% | |
| Fees: investment management | $282,701 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $110,286 | - | - | - | 0.7% | |
| Fees: accounting | $63,097 | - | - | - | 0.4% | |
| Fees: legal | $57,551 | - | - | - | 0.4% | |
| Other (as described) | TAXES | $50,035 | - | - | - | 0.3% |
| Office expenses | $18,996 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $14,798 | - | - | - | 0.1% | |
| Insurance | $4,111 | - | - | - | 0.0% | |
| Other (as described) | BANK FEE | $2,185 | - | - | - | 0.0% |
| Other (as described) | OTHER EXPENSES | $1,551 | - | - | - | 0.0% |
| Total | $15,877,241 | 100% |
2017 · Form 990 · $16,660,804 spent · pay $115,650 · grants $0 · events $11,549
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,185,095 | - | - | - | 85.1% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,306,552 | - | - | - | 7.8% |
| Fees: other services | $385,616 | - | - | - | 2.3% | |
| Fees: management | $332,655 | - | - | - | 2.0% | |
| Pay: officers, directors, trustees, key employees | $115,650 | - | - | - | 0.7% | |
| Fees: legal | $104,201 | - | - | - | 0.6% | |
| Fees: accounting | $85,390 | - | - | - | 0.5% | |
| Other (as described) | TAXES | $58,701 | - | - | - | 0.4% |
| Office expenses | $44,436 | - | - | - | 0.3% | |
| Other (as described) | OTHER EXPENSES | $20,250 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $11,549 | - | - | - | 0.1% | |
| Other (as described) | BANK FEE | $6,690 | - | - | - | 0.0% |
| Insurance | $4,019 | - | - | - | 0.0% | |
| Total | $16,660,804 | 100% |
2016 · Form 990 · $14,664,184 spent · pay $100,650 · grants $0 · events $11,336
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,620,201 | - | - | - | 86.1% | |
| Other (as described) | ADMINISTRATIVE FEE | $1,136,873 | - | - | - | 7.8% |
| Fees: other services | $374,844 | - | - | - | 2.6% | |
| Fees: management | $162,903 | - | - | - | 1.1% | |
| Pay: officers, directors, trustees, key employees | $100,650 | - | - | - | 0.7% | |
| Fees: accounting | $87,011 | - | - | - | 0.6% | |
| Fees: legal | $84,023 | - | - | - | 0.6% | |
| Other (as described) | TAXES | $40,626 | - | - | - | 0.3% |
| Office expenses | $19,763 | - | - | - | 0.1% | |
| Other (as described) | ENROLLMENT ADVISOR FEE | $17,740 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $11,336 | - | - | - | 0.1% | |
| Other (as described) | BANK FEE | $3,614 | - | - | - | 0.0% |
| Insurance | $2,644 | - | - | - | 0.0% | |
| All other expenses | $1,956 | - | - | - | 0.0% | |
| Total | $14,664,184 | 100% |
2015 · Form 990 · $133,218 spent · pay $0 · grants $0 · events $1,035
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $51,781 | - | - | - | 38.9% | |
| Fees: legal | $45,747 | - | - | - | 34.3% | |
| Other (as described) | IMPLEMENTATION FEE | $16,667 | - | - | - | 12.5% |
| Other (as described) | ADMINISTRATIVE FEE | $14,338 | - | - | - | 10.8% |
| Other (as described) | BANK FEE | $3,042 | - | - | - | 2.3% |
| Conferences, conventions and meetings | $1,035 | - | - | - | 0.8% | |
| Office expenses | $608 | - | - | - | 0.5% | |
| Total | $133,218 | 100% |
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