ELECTRICAL WELFARE TRUST FUND
Cite this
Plain text ELECTRICAL WELFARE TRUST FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/electrical-welfare-trust-fund-526038507. Retrieved 2026-11-01.
APA furp.org. (n.d.). ELECTRICAL WELFARE TRUST FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 1, 2026, from https://furp.org/org/electrical-welfare-trust-fund-526038507
MLA “ELECTRICAL WELFARE TRUST FUND.” furp.org, tax years 2010–2024, https://furp.org/org/electrical-welfare-trust-fund-526038507. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $195.6M · expenses $173.6M · assets $300.4M
- EIN
- 52-6038507
- Address
- 1003 DEREKWOOD LANE SUITE 130, LANHAM, MD 20706-0000
- Website
- WWW.EWTF.ORG
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- July 1961 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
25 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 |
|---|---|---|---|---|---|
| Crystal Milligan | HEALTH & WELFARE DEPT MANAGER | 2012-2024 | $216,721 | $2,303,790 | 1 |
| Joseph Dabbs | TRUSTEE | 2014-2024 | $275,619 | $2,298,880 | 3 |
| Thomas Myers | TRUSTEE | 2016-2024 | $246,727 | $1,838,956 | 4 |
| Michael Mccarron | FUND Administrator | 2018-2024 | $263,337 | $1,552,085 | 1 |
| Robin Balint | Retirement/Admin Dept Manager | 2017-2024 | $195,918 | $1,418,681 | 1 |
| James Chambers | IT SPECIALIST | 2020-2024 | $162,263 | $802,726 | 1 |
| Richard Murphy | Trustee | 2022-2024 | $230,758 | $662,995 | 4 |
| Dawn Oakes | HEALTH & WELFARE SPECIALIST | 2022-2024 | $156,374 | $480,547 | 1 |
| Michelle Coakley | TEAM LEADER ACOUNTING | 2024 | $148,911 | $148,911 | 1 |
| Peter Klein (former) | FUND MANAGER - THRU APRIL 2019 | 2010-2019 | $91,652 | $2,217,467 | 1 |
| Andrew Porter (former) | TRUSTEE - TRHU JUNE 2019 | 2010-2019 | $71,392 | $1,663,040 | 2 |
| Sharon Rivett (former) | Claims Processor | 2015-2023 | $161,377 | $1,297,383 | 1 |
| Ramiro J Ramos (former) | TRUSTEE | 2010-2016 | $88,985 | $934,935 | 1 |
| Julie Linkins (former) | FORMER ACCOUNTING MANAGER | 2013-2017 | $131,990 | $718,326 | 1 |
| George Hogan (former) | TRUSTEE (Through 07/22) | 2020-2022 | $188,855 | $717,619 | 4 |
| Greg Warner (former) | TRUSTEE | 2016-2019 | $148,010 | $666,604 | 4 |
| Michael Hoyt (former) | TRUSTEE | 2012-2014 | $162,430 | $471,358 | 2 |
| Melvin Cherry (former) | TRUSTEE | 2015-2016 | $167,649 | $331,533 | 3 |
| Lorne Seay (former) | TRUSTEE | 2012-2013 | $153,514 | $307,257 | 3 |
| Mosekunola Adeyiga (former) | SENIOR CLAIMS PROCESSOR | 2020-2021 | $139,258 | $279,401 | 1 |
| Catherine Spencer (former) | ADMINISTRATION MANAGER | 2012-2013 | $128,021 | $254,490 | 1 |
| Violet Carter (former) | TRUSTEE | 2010-2011 | $152,581 | $152,581 | 3 |
| Joe Dabbs (former) | TRUSTEE | 2010-2011 | $151,756 | $151,756 | 2 |
| Lovetta Farrar (former) | RETIREMENT SRVS TEAM LEADER | 2019 | $137,024 | $137,024 | 1 |
| Brenda Simmons (former) | CLAIM EXAMINER | 2018 | $136,096 | $136,096 | 1 |
Officers and directors, no compensation reported
9 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 |
|---|---|---|---|---|---|
| David Singleton | TRUSTEE | 2022-2024 | 0 | $0 reported | 2 |
| Francis Diguiseppe | TRUSTEE | 2018-2024 | 0 | $0 reported | 2 |
| Brian Moorefield | TRUSTEE | 2019-2024 | 0 | $0 reported | 1 |
| Paul E Mella (former) | Trustee | 2014-2023 | 0 | $0 reported | 3 |
| Thomas Lawall (former) | TRUSTEE | 2010-2018 | 0 | $0 reported | 1 |
| Sven Sahkul (former) | TRUSTEE | 2010-2013 | 0 | $0 reported | 1 |
| Julia Rogers (former) | TRUSTEE | 2010 | Not reported | $0 reported | 1 |
| Steve Zimmerman (former) | TRUSTEE | 2010 | Not reported | $0 reported | 1 |
| Jerry Lozupone (former) | TRUSTEE | 2010 | Not reported | $0 reported | 1 |
People by year
2024 · 12 people listed · 9 paid, $1.9M · 23 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $228,452 | $47,167 | $275,619 | 3 |
| MICHAEL MCCARRON | FUND Administrator | 40 | $223,503 | $0 | $39,834 | $263,337 | 1 |
| THOMAS MYERS | TRUSTEE | 0 | $0 | $200,401 | $46,326 | $246,727 | 4 |
| Richard Murphy | Trustee | 0 | $0 | $184,897 | $45,861 | $230,758 | 4 |
| CRYSTAL MILLIGAN | HEALTH & WELFARE DEPT MANAGER | 40 | $176,887 | $0 | $39,834 | $216,721 | 1 |
| ROBIN BALINT | Retirement/Admin Dept Manager | 40 | $156,084 | $0 | $39,834 | $195,918 | 1 |
| James Chambers | IT SPECIALIST | 40 | $118,913 | $0 | $43,350 | $162,263 | 1 |
| Dawn Oakes | HEALTH & WELFARE SPECIALIST | 40 | $117,372 | $0 | $39,002 | $156,374 | 1 |
| MICHELLE COAKLEY | TEAM LEADER ACOUNTING | 40 | $109,884 | $0 | $39,027 | $148,911 | 1 |
| BRIAN MOOREFIELD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| David Singleton | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| FRANCIS DIGUISEPPE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2023 · 12 people listed · 9 paid, $1.9M · 41 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $224,346 | $45,810 | $270,156 | 3 |
| MICHAEL MCCARRON | FUND Administrator | 40 | $216,964 | $0 | $38,962 | $255,926 | 1 |
| THOMAS MYERS | TRUSTEE | 0 | $0 | $194,611 | $44,918 | $239,529 | 4 |
| Richard Murphy | Trustee | 0 | $0 | $175,777 | $44,353 | $220,130 | 4 |
| CRYSTAL MILLIGAN | CLAIMS DEPT MANAGER | 40 | $171,644 | $0 | $38,962 | $210,606 | 1 |
| ROBIN BALINT | Retirement/Admin Dept Manager | 40 | $151,414 | $0 | $38,962 | $190,376 | 1 |
| SHARON RIVETT | Claims Processor | 40 | $118,822 | $0 | $42,555 | $161,377 | 1 |
| Dawn Oakes | Claims Processor | 40 | $118,201 | $0 | $41,954 | $160,155 | 1 |
| James Chambers | IT SPECIALIST | 40 | $113,596 | $0 | $42,196 | $155,792 | 1 |
| BRIAN MOOREFIELD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| David Singleton | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| Paul Mella | Trustee | 0 | $0 | $0 | $0 | $0 | 3 |
2022 · 13 people listed · 10 paid, $2.0M · 43 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $196,184 | $43,894 | $240,078 | 3 |
| MICHAEL MCCARRON | FUND Administrator | 40 | $200,920 | $0 | $38,357 | $239,277 | 1 |
| THOMAS MYERS | TRUSTEE | 0 | $0 | $182,624 | $43,487 | $226,111 | 4 |
| Richard Murphy | Trustee (Starting 09/22) | 0 | $0 | $169,028 | $43,079 | $212,107 | 4 |
| CRYSTAL MILLIGAN | CLAIMS DEPT MANAGER | 40 | $160,600 | $0 | $38,362 | $198,962 | 1 |
| GEORGE HOGAN | TRUSTEE (Through 07/22) | 0 | $0 | $167,340 | $21,515 | $188,855 | 4 |
| ROBIN BALINT | Retirement/Admin Dept Manager | 40 | $140,394 | $0 | $38,373 | $178,767 | 1 |
| JAMES CHAMBERS | IT SPECIALIST | 40 | $131,845 | $0 | $45,273 | $177,118 | 1 |
| SHARON RIVETT | Claims Processor | 40 | $124,114 | $0 | $40,351 | $164,465 | 1 |
| Dawn Oakes | Claims Processor | 40 | $122,655 | $0 | $41,363 | $164,018 | 1 |
| PAUL MELLA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| BRIAN MOOREFIELD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| David Singleton | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2021 · 12 people listed · 9 paid, $1.8M · 43 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HOGAN | TRUSTEE | 0 | $0 | $221,644 | $44,094 | $265,738 | 4 |
| MICHAEL MCCARRON | FUND MANAGER | 40 | $199,304 | $0 | $37,439 | $236,743 | 1 |
| THOMAS MYERS | TRUSTEE | 0 | $0 | $180,886 | $42,872 | $223,758 | 4 |
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $172,500 | $42,620 | $215,120 | 3 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $160,600 | $0 | $37,439 | $198,039 | 1 |
| ROBIN BALINT | BENEFIT ADMIN SPECIALIST | 40 | $140,394 | $0 | $37,439 | $177,833 | 1 |
| JAMES CHAMBERS | SYSTEM SPECIALIST | 40 | $116,984 | $0 | $43,799 | $160,783 | 1 |
| SHARON RIVETT | BENEFIT ADMIN SPECIALIST | 40 | $106,918 | $0 | $39,530 | $146,448 | 1 |
| MOSEKUNOLA ADEYIGA | SENIOR CLAIMS PROCESSOR | 40 | $101,640 | $0 | $37,618 | $139,258 | 1 |
| PAUL MELLA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| BRIAN MOOREFIELD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANCIS DIGUISEPPE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2020 · 12 people listed · 9 paid, $1.7M · 46 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HOGAN | TRUSTEE | 0 | $0 | $219,877 | $43,149 | $263,026 | 4 |
| THOMAS MYERS | TRUSTEE | 0 | $0 | $178,237 | $41,899 | $220,136 | 4 |
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $170,202 | $41,658 | $211,860 | 3 |
| MICHAEL MCCARRON | FUND MANAGER | 40 | $164,431 | $0 | $36,779 | $201,210 | 1 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $162,800 | $0 | $36,779 | $199,579 | 1 |
| ROBIN BALINT | BENEFIT ADMIN SPECIALIST | 40 | $142,798 | $0 | $36,779 | $179,577 | 1 |
| JAMES CHAMBERS | SYSTEM SPECIALIST | 40 | $106,642 | $0 | $40,128 | $146,770 | 1 |
| SHARON RIVETT | BENEFIT ADMIN SPECIALIST | 40 | $108,105 | $0 | $37,485 | $145,590 | 1 |
| MOSEKUNOLA ADEYIGA | SENIOR CLAIMS PROCESSOR | 40 | $103,302 | $0 | $36,841 | $140,143 | 1 |
| PAUL MELLA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| BRIAN MOOREFIELD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANCIS DIGUISEPPE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2019 · 13 people listed · 10 paid, $1.6M · 47 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS MYERS | TRUSTEE | 0 | $0 | $169,220 | $39,437 | $208,657 | 4 |
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $163,359 | $39,261 | $202,620 | 3 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $160,600 | $0 | $34,330 | $194,930 | 1 |
| MICHAEL MCCARRON | FUND MANAGER STARTING APRIL | 40 | $158,805 | $0 | $34,330 | $193,135 | 1 |
| ROBIN BALINT | BENEFIT ADMIN SPECIALIST | 40 | $140,394 | $0 | $34,330 | $174,724 | 1 |
| GREG WARNER | TRUSTEE | 0 | $0 | $110,340 | $37,670 | $148,010 | 4 |
| SHARON RIVETT | BENEFIT ADMIN SPECIALIST | 40 | $105,046 | $0 | $35,903 | $140,949 | 1 |
| LOVETTA FARRAR | RETIREMENT SRVS TEAM LEADER | 40 | $101,782 | $0 | $35,242 | $137,024 | 1 |
| PETER KLEIN | FUND MANAGER - THRU APRIL 2019 | 40 | $82,175 | $0 | $9,477 | $91,652 | 1 |
| ANDREW PORTER | TRUSTEE - TRHU JUNE 2019 | 0 | $0 | $71,392 | $0 | $71,392 | 2 |
| PAUL MELLA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| BRIAN MOOREFIELD | TRUSTEE - BEGINNING JUNE 2019 | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANCIS DIGUISEPPE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2018 · 13 people listed · 10 paid, $1.8M · 46 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $248,831 | $0 | $30,673 | $279,504 | 1 |
| THOMAS MYERS | TRUSTEE | 0 | $0 | $159,071 | $37,315 | $196,386 | 4 |
| JOSEPH DABBS | TRUSTEE | 0 | $0 | $158,013 | $37,284 | $195,297 | 3 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $157,140 | $0 | $32,404 | $189,544 | 1 |
| ANDREW PORTER | TRUSTEE | 0 | $0 | $187,658 | $0 | $187,658 | 2 |
| GREG WARNER | TRUSTEE | 0 | $0 | $143,729 | $36,855 | $180,584 | 4 |
| ROBIN BALINT | BENEFIT ADMIN SPECIALIST | 40 | $134,668 | $0 | $32,404 | $167,072 | 1 |
| MICHAEL MCCARRON | ACCOUNTING MANAGER | 40 | $130,053 | $0 | $32,404 | $162,457 | 1 |
| SHARON RIVETT | BENEFIT ADMIN SPECIALIST | 40 | $105,208 | $0 | $34,497 | $139,705 | 1 |
| BRENDA SIMMONS | CLAIM EXAMINER | 40 | $100,483 | $0 | $35,613 | $136,096 | 1 |
| PAUL MELLA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| THOMAS LAWALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANCIS DIGUISEPPE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2017 · 11 people listed · 9 paid, $1.7M · 47 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW PORTER | TRUSTEE | 0 | $0 | $250,929 | $43,140 | $294,069 | 2 |
| PETER KLEIN | FUND MANAGER | 40 | $213,638 | $0 | $28,661 | $242,299 | 1 |
| thomas myers | TRUSTEE | 0 | $0 | $149,739 | $34,973 | $184,712 | 4 |
| Joseph Dabbs | TRUSTEE | 0 | $0 | $148,723 | $34,942 | $183,665 | 3 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $152,606 | $0 | $30,232 | $182,838 | 1 |
| greg warner | TRUSTEE | 0 | $0 | $136,086 | $34,563 | $170,649 | 4 |
| ROBIN BALINT | BENEFIT ADMIN SPECIALIST | 40 | $124,182 | $0 | $30,232 | $154,414 | 1 |
| SHARON RIVETT | Benefit Admin Specialist | 40 | $101,936 | $0 | $30,509 | $132,445 | 1 |
| JULIE LINKINS | FORMER ACCOUNTING MANAGER | 40 | $110,070 | $0 | $21,920 | $131,990 | 1 |
| Paul Mella | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| THOMAS LAWALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 12 people listed · 10 paid, $1.6M · 42 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $206,972 | $0 | $26,924 | $233,896 | 1 |
| ANDREW PORTER | TRUSTEE | 0 | $0 | $193,931 | $39,763 | $233,694 | 2 |
| Joseph Dabbs | TRUSTEE | 0 | $0 | $146,863 | $33,639 | $180,502 | 3 |
| MELVIN CHERRY | TRUSTEE | 0 | $0 | $134,385 | $33,264 | $167,649 | 3 |
| greg warner | TRUSTEE | 0 | $0 | $134,105 | $33,256 | $167,361 | 4 |
| JULIE LINKINS | ACCOUNTING DEPARTMENT MANAGER | 40 | $134,522 | $0 | $29,244 | $163,766 | 1 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $134,123 | $0 | $29,244 | $163,367 | 1 |
| SHARON RIVETT | Benefit Admin Specialist | 40 | $101,251 | $0 | $31,334 | $132,585 | 1 |
| thomas myers | TRUSTEE | 0 | $0 | $75,878 | $17,062 | $92,940 | 4 |
| RAMIRO J RAMOS | TRUSTEE | 0 | $0 | $72,367 | $16,618 | $88,985 | 1 |
| Paul Mella | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| THOMAS LAWALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 10 people listed · 8 paid, $1.4M · 42 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW PORTER | TRUSTEE | 0 | $0 | $189,883 | $49,267 | $239,150 | 2 |
| PETER KLEIN | FUND MANAGER | 40 | $202,252 | $0 | $25,048 | $227,300 | 1 |
| RAMIRO J RAMOS | TRUSTEE | 0 | $0 | $143,787 | $32,038 | $175,825 | 1 |
| Joseph Dabbs | TRUSTEE | 0 | $0 | $132,599 | $31,703 | $164,302 | 3 |
| MELVIN CHERRY | TRUSTEE | 0 | $0 | $132,194 | $31,690 | $163,884 | 3 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $121,308 | $0 | $27,740 | $149,048 | 1 |
| JULIE LINKINS | ACCOUNTING DEPARTMENT MANAGER | 40 | $119,231 | $0 | $27,740 | $146,971 | 1 |
| SHARON RIVETT | Benefit Admin Specialist | 40 | $103,230 | $0 | $30,589 | $133,819 | 1 |
| Paul Mella | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| THOMAS LAWALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 9 people listed · 7 paid, $1.2M · 40 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $216,970 | $0 | $25,353 | $242,323 | 1 |
| ANDREW PORTER | TRUSTEE | 0 | $0 | $189,134 | $23,734 | $212,868 | 2 |
| RAMIRO J RAMOS | TRUSTEE | 0 | $0 | $142,936 | $30,998 | $173,934 | 1 |
| MICHAEL HOYT | TRUSTEE | 0 | $0 | $131,767 | $30,663 | $162,430 | 2 |
| Joseph Dabbs | TRUSTEE | 0 | $0 | $129,078 | $30,583 | $159,661 | 3 |
| JULIE LINKINS | ACCOUNTING DEPARTMENT MANAGER | 40 | $113,686 | $0 | $27,226 | $140,912 | 1 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $113,013 | $0 | $27,226 | $140,239 | 1 |
| Paul Mella | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| THOMAS LAWALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2013 · 10 people listed · 8 paid, $1.3M · 42 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $210,258 | $0 | $24,598 | $234,856 | 1 |
| ANDREW PORTER | TRUSTEE | 0 | $0 | $184,357 | $23,151 | $207,508 | 2 |
| RAMIRO J RAMOS | TRUSTEE | 0 | $0 | $135,631 | $30,589 | $166,220 | 1 |
| LORNE SEAY | TRUSTEE | 0 | $0 | $123,295 | $30,219 | $153,514 | 3 |
| MICHAEL HOYT | TRUSTEE | 0 | $0 | $123,295 | $30,219 | $153,514 | 2 |
| JULIE LINKINS | ACCOUNTING DEPARTMENT MANAGER | 40 | $108,097 | - | $26,590 | $134,687 | 1 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $105,505 | - | $26,590 | $132,095 | 1 |
| CATHERINE SPENCER | ADMINISTRATION MANAGER | 40 | $101,431 | - | $26,590 | $128,021 | 1 |
| SVEN SAHKUL | TRUSTEE | 0 | - | - | - | $0 | 1 |
| THOMAS LAWALL | TRUSTEE | 0 | - | - | - | $0 | 1 |
2012 · 9 people listed · 7 paid, $1.2M · 43 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $203,276 | - | $24,204 | $227,480 | 1 |
| ANDREW PORTER | TRUSTEE | 0 | - | $192,700 | $24,001 | $216,701 | 2 |
| RAMIRO J RAMOS | TRUSTEE | 0 | - | $135,182 | $29,952 | $165,134 | 1 |
| MICHAEL HOYT | TRUSTEE | 0 | - | $125,746 | $29,668 | $155,414 | 2 |
| LORNE SEAY | TRUSTEE | 0 | - | $124,123 | $29,620 | $153,743 | 3 |
| CRYSTAL MILLIGAN | CLAIMS MANAGER | 40 | $101,926 | - | $25,896 | $127,822 | 1 |
| CATHERINE SPENCER | ADMINISTRATION MANAGER | 40 | $100,573 | - | $25,896 | $126,469 | 1 |
| SVEN SAHKUL | TRUSTEE | 0 | - | - | - | $0 | 1 |
| THOMAS LAWALL | TRUSTEE | 0 | - | - | - | $0 | 1 |
2011 · 7 people listed · 4 paid, $694K · 43 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $201,862 | $0 | $23,050 | $224,912 | 1 |
| RAMIRO J RAMOS | TRUSTEE | 0 | - | $134,894 | $29,943 | $164,837 | 1 |
| VIOLET CARTER | TRUSTEE | 0 | - | $122,995 | $29,586 | $152,581 | 3 |
| JOE DABBS | TRUSTEE | 0 | - | $122,194 | $29,562 | $151,756 | 2 |
| SVEN SAHKUL | TRUSTEE | 0 | $0 | $0 | - | $0 | 1 |
| ANDREW PORTER | TRUSTEE | 0 | $0 | $0 | - | $0 | 2 |
| THOMAS LAWALL | TRUSTEE | 0 | $0 | $0 | - | $0 | 1 |
2010 · 10 people listed · 1 paid, $213K · 44 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER KLEIN | FUND MANAGER | 40 | $192,544 | $0 | $20,701 | $213,245 | 1 |
| VIOLET CARTER | TRUSTEE | - | $0 | $0 | $0 | $0 | 3 |
| RAMIRO J RAMOS | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| JOE DABBS | TRUSTEE | - | $0 | $0 | $0 | $0 | 2 |
| SVEN SAHKUL | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| ANDREW PORTER | TRUSTEE | - | $0 | $0 | $0 | $0 | 2 |
| THOMAS LAWALL | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| JULIA ROGERS | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| STEVE ZIMMERMAN | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| JERRY LOZUPONE | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Bridgeway Benefit Technologies LLC | MAPLE SHADE, NJ | IT Consulting | $549,229 |
| Janus Associates Inc | STAMFORD, CT | Consulting | $545,811 |
| Virta Medical PC | COVINA, CA | Medical Consulting | $525,750 |
| Chartwell Investment Partners | BERWYN, PA | Consulting | $306,342 |
| Continental Technologies Inc | COCKEYSVILLE, MD | IT Security | $293,640 |
2023 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Bridgeway Benefit Technologies LLC | IT Consulting | $654,312 | |
| Janus Associates Inc | Consulting | $477,765 | |
| Virta Medical PC | Medical Consulting | $319,648 | |
| Chartwell Investment Partners | Consulting | $305,138 | |
| Continental Technologies Inc | IT Security | $265,141 |
2022 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Bridgeway Benefit Technologies LLC | IT Consulting | $866,587 | |
| Janus Associates Inc | IT Consultant | $539,452 | |
| Telligen Inc | Consulting | $324,290 | |
| Chartwell Investment Partners | Consulting | $316,625 | |
| Virta Medical PC | Medical Consulting | $298,475 |
2021 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BASYS | IT CONSULTING | $617,072 | |
| CTI INC | CONSULTING | $337,948 | |
| CHARTWELL INVESTMENT PARTNERS | CONSULTING | $297,575 | |
| TELLIGEN INC | CONSULTING | $284,119 | |
| SLEVIN HART PC | LAW PRACTICE | $261,501 |
2020 · 5 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CONIFER | CONSULTING | $1,177,934 | |
| BASYS | IT CONSULTING | $539,869 | |
| CHARTWELL INVESTMENT PARTNERS | CONSULTING | $254,083 | |
| SLEVIN HART PC | LAW PRACTICE | $248,725 | |
| CTI INC | CONSULTING | $141,977 |
2019 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CONIFER | CONSULTING | $1,059,474 | |
| BASYS | IT CONSULTING | $485,267 | |
| CHARTWELL INVESTMENT PARTNERS | CONSULTING | $222,763 | |
| DALE LAW | LAW PRACTICE | $148,760 | |
| THE SEGAL COMPANY | CONSULTING | $133,407 |
2018 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CONIFER | CONSULTING | $1,049,734 | |
| BASYS | IT CONSULTING | $502,858 | |
| CHARTWELL INVESTMENT PARTNERS | CONSULTING | $203,282 | |
| DALE LAW | LAW PRACTICE | $113,401 | |
| SARFINO AND RHOADES | ACCOUNTING | $111,918 |
2017 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Conifer | consulting | $933,020 | |
| BASYS | IT CONSULTING | $415,656 | |
| DALE LAW | LEGAL | $233,589 | |
| CHARTWELL INVESTMENT PARTNERS | CONSULTING | $154,109 | |
| SARFINO AND RHOADES | ACCOUNTING | $104,594 |
2016 · 5 contractors · $1.6M
2015 · 5 contractors · $1.1M
2014 · 2 contractors · $359K
2013 · 3 contractors · $493K
2012 · 4 contractors · $630K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASYS | IT CONSULTING | $210,538 | |
| FIFTH THIRD ASSET MANAGEMENT | INVESTMENT COUNSEL | $151,685 | |
| SEGAL | ACTUARY | $141,721 | |
| CTI INC | IT SUPPORT | $126,434 |
2011 · 2 contractors · $384K
2010 · 4 contractors · $828K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASYS | IT CONSULTING | $369,317 | |
| EPLAN | COST CONTAINMENT | $205,546 | |
| SEGAL | ACTUARY | $127,944 | |
| MCCHESNEY DALE PC | LEGAL SERVICES | $125,600 |
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 | ||||||||
| $195,649,514 | $173,628,539 | $300,421,776 | $297,317,427 | $0 | $180,684,731 | $263,337 | 23 | - |
| 2023 · Form 990 | ||||||||
| $165,022,235 | $156,498,399 | $282,005,725 | $279,472,970 | $0 | $156,562,521 | $255,926 | 41 | - |
| 2022 · Form 990 | ||||||||
| $163,909,999 | $134,212,146 | $265,625,786 | $262,507,203 | $0 | $155,653,177 | $239,276 | 43 | - |
| 2021 · Form 990 | ||||||||
| $156,907,024 | $137,316,103 | $253,835,800 | $253,047,957 | $0 | $147,253,427 | $236,743 | 43 | - |
| 2020 · Form 990 | ||||||||
| $138,682,238 | $116,095,938 | $231,343,514 | $230,556,829 | $0 | $132,925,475 | $201,210 | 46 | - |
| 2019 · Form 990 | ||||||||
| $145,069,732 | $110,511,720 | $203,486,322 | $202,785,096 | $0 | $139,136,335 | $284,787 | 47 | - |
| 2018 · Form 990 | ||||||||
| $129,577,295 | $107,790,910 | $160,963,686 | $160,510,425 | $0 | $126,728,460 | $279,504 | 46 | - |
| 2017 · Form 990 | ||||||||
| $121,738,102 | $96,351,035 | $141,893,602 | $141,237,587 | $0 | $118,923,766 | $242,299 | 47 | 0 |
| 2016 · Form 990 | ||||||||
| $103,511,392 | $88,567,818 | $115,602,867 | $114,993,545 | $8,500 | $96,763,909 | $206,972 | 42 | 0 |
| 2015 · Form 990 | ||||||||
| $83,380,227 | $88,382,921 | $102,996,415 | $102,589,330 | $8,500 | $82,059,969 | $202,252 | 42 | 0 |
| 2014 · Form 990 | ||||||||
| $79,072,092 | $83,661,410 | $109,229,638 | $107,809,192 | $8,500 | $76,225,295 | $216,970 | 40 | 0 |
| 2013 · Form 990 | ||||||||
| $77,916,573 | $80,032,728 | $110,755,983 | $110,395,538 | $8,500 | $73,884,814 | $210,258 | 42 | - |
| 2012 · Form 990 | ||||||||
| $77,014,723 | $72,518,683 | $115,233,312 | $114,900,773 | $16,750 | $73,882,751 | $203,276 | 43 | - |
| 2011 · Form 990 | ||||||||
| $72,915,876 | $68,343,197 | $108,464,509 | $108,106,284 | $59,940 | $69,340,880 | $201,862 | 43 | - |
| 2010 · Form 990 | ||||||||
| $69,690,529 | $67,362,313 | $105,150,085 | $103,468,377 | $46,250 | $66,570,477 | $192,544 | 44 | - |
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.
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Lanham, MD · 3 people in common (Joseph Dabbs, Richard Murphy, Thomas Myers)
- IBEX SOCIAL AND WELFARE ASSOCIATION Lanham, MD · 3 people in common (Joseph Dabbs, Richard Murphy, Thomas Myers)
- ELECTRICAL LOCAL NO 26 JOINT APPRENTICESHIP & TRAINING TR FUND Lanham, MD · 2 people in common (Richard Murphy, Thomas Myers)
- NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION Leesburg, VA · 2 people in common (David Singleton, Francis Diguiseppe)
Funders of this organization
1 grantor reported grants to this organization, $12,493 in all, tax years 2023 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | Public charity | Exact | 2023 | 1 | $12,493 | 2023 | $12,493 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (26)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WELFARE TRUST FUND LOCAL 804 | NY | Not reported | $140,209,840 | $148,845,294 | FUND MANAGER | $303,981 | Similar name, revenue within 2x |
| LOCAL 282 WELFARE TRUST FUND | NY | Not reported | $128,283,405 | $136,743,248 | FUND MANAGER | $435,238 | Similar name, revenue within 2x |
| HARRISON ELECTRICAL WORKERS TRUST FUND | OR | Not reported | $180,659,378 | $156,535,406 | TRUSTEE | $0 | Similar name, revenue within 2x |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND | CA | Not reported | $47,221,038 | $48,846,315 | LABOR TRUSTEE | $323,487 | Similar name, revenue within 5x |
| ST PAUL ELECTRICAL WORKERS WELFARE FUND | MN | Not reported | $72,185,747 | $53,246,698 | SECRETARY, MGMT TRUSTEE | $279,277 | Similar name, revenue within 5x, similar mission |
| TOLEDO ELECTRICAL WELFARE FUND | OH | Not reported | $56,749,358 | $45,683,062 | LABOR TRUSTEE | $196,190 | Similar name, revenue within 5x |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND | CA | Not reported | $54,047,393 | $51,877,085 | FUND NURSE | $53,354 | Similar name, revenue within 5x |
| SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST | CA | Not reported | $46,824,405 | $54,529,325 | TRUSTEE/CHAIRMAN/SECRETARY | $0 | Similar name, revenue within 5x |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO | CA | Not reported | $53,777,337 | $57,391,081 | TRUSTEE | $0 | Similar name, revenue within 5x |
| ALASKA ELECTRICAL HEALTH AND WELFARE FUND | AK | Not reported | $80,793,281 | $76,654,842 | ADMINISTRATO | $284,324 | Similar name, revenue within 5x |
| INLAND EMPIRE ELECTRICAL WORKERS TRUST FUND | WA | Not reported | $41,328,588 | $40,340,974 | CHAIRMAN | $0 | Similar name, revenue within 5x |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND | CA | Not reported | $34,856,898 | $39,704,103 | TRUSTEE | $0 | Similar name, revenue within 10x |
| ELECTRICAL WORKERS HEALTH & WELFARE FUND | MN | Y43 | $22,757,767 | $24,543,183 | TRUSTEE | $254,407 | Similar name, revenue within 10x |
| CANTON ELECTRICAL WELFARE FUND | OH | Not reported | $13,229,678 | $13,437,602 | TRUSTEE | $7,729 | Similar name, revenue differs more than 10x, similar mission |
| STEUBENVILLE ELECTRICAL WELFARE FUND | PA | Not reported | $4,311,115 | $4,065,910 | MANAGEMENT T | $0 | Similar name, revenue differs more than 10x, similar mission |
| ELECTRICIANS WELFARE FUND-NO 81 | NJ | Not reported | $10,612,348 | $9,487,338 | MANAGEMENT TRUSTEE | $0 | Similar name, revenue differs more than 10x, similar mission |
| WCCOB WELFARE TRUST FUND | NY | Not reported | $4,578,376 | $2,700,824 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| LOCAL 584 WELFARE TRUST FUND | NY | Not reported | $4,306,881 | $4,106,475 | FUND MANAGER | $49,911 | Similar name, revenue differs more than 10x |
| ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234 | CA | Not reported | $6,822,841 | $8,895,606 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| TRI-COUNTIES WELFARE TRUST FUND | CA | Not reported | $20 | $120,455 | PAID BY RELATED ORGANIZATIONS | $1 | Similar name, revenue differs more than 10x |
| PADUCAH ELECTRICAL LMCC TRUST FUND | KY | J40 | $172,193 | $167,643 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND | IL | Not reported | $12,593,564 | $12,215,929 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND | TN | Not reported | $9,040,034 | $6,907,124 | ALTERNATE TR | $0 | Similar name, revenue differs more than 10x |
| MOBILE ELECTRICAL JATC TRUST FUND | AL | Not reported | $371,560 | $223,310 | DIRECTOR | $3,280 | Similar name, revenue differs more than 10x |
| YOUNGSTOWN AREA ELECTRICAL WELFARE FUND | OH | Not reported | $4,895,954 | $4,470,147 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $173,628,539 spent · pay $3,201,957 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $169,517,337 | $169,517,337 | - | - | 97.6% | |
| Other salaries and wages | $1,986,520 | - | $1,986,520 | - | 1.1% | |
| Information technology | $910,247 | - | $910,247 | - | 0.5% | |
| Fees: legal | $633,681 | - | $633,681 | - | 0.4% | |
| Fees: investment management | $562,026 | - | $562,026 | - | 0.3% | |
| Pension plan contributions | $479,338 | - | $479,338 | - | 0.3% | |
| Other employee benefits | $304,101 | - | $304,101 | - | 0.2% | |
| Office expenses | $273,072 | - | $273,072 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $263,337 | - | $263,337 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $236,852 | - | $236,852 | - | 0.1% |
| Payroll taxes | $168,661 | - | $168,661 | - | 0.1% | |
| Occupancy | $148,014 | - | $148,014 | - | 0.1% | |
| Other (as described) | ACA FEES | $88,196 | - | $88,196 | - | 0.1% |
| Other (as described) | PRINTING | $84,108 | - | $84,108 | - | 0.0% |
| Fees: accounting | $82,700 | - | $82,700 | - | 0.0% | |
| Other (as described) | POSTAGE | $74,200 | - | $74,200 | - | 0.0% |
| Depreciation and depletion | $71,079 | - | $71,079 | - | 0.0% | |
| Insurance | $61,392 | - | $61,392 | - | 0.0% | |
| All other expenses | -$2,316,322 | - | -$2,316,322 | - | -1.3% | |
| Total | $173,628,539 | 100% |
2023 · Form 990 · $156,498,399 spent · pay $4,402,351 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $150,243,321 | $150,243,321 | - | - | 96.0% | |
| Other salaries and wages | $3,132,162 | - | $3,132,162 | - | 2.0% | |
| Information technology | $915,287 | - | $915,287 | - | 0.6% | |
| Pension plan contributions | $597,408 | - | $597,408 | - | 0.4% | |
| Fees: investment management | $503,203 | - | $503,203 | - | 0.3% | |
| Office expenses | $295,762 | - | $295,762 | - | 0.2% | |
| Payroll taxes | $272,302 | - | $272,302 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $255,926 | - | $255,926 | - | 0.2% | |
| Fees: legal | $174,963 | - | $174,963 | - | 0.1% | |
| Occupancy | $148,343 | - | $148,343 | - | 0.1% | |
| Other employee benefits | $144,553 | - | $144,553 | - | 0.1% | |
| Other (as described) | PRINTING | $116,050 | - | $116,050 | - | 0.1% |
| Other (as described) | CONSULTANTS | $95,350 | - | $95,350 | - | 0.1% |
| Other (as described) | POSTAGE | $94,475 | - | $94,475 | - | 0.1% |
| Fees: accounting | $80,750 | - | $80,750 | - | 0.1% | |
| Other (as described) | ACA FEES | $78,783 | - | $78,783 | - | 0.1% |
| Depreciation and depletion | $70,305 | - | $70,305 | - | 0.0% | |
| Insurance | $56,580 | - | $56,580 | - | 0.0% | |
| Advertising and promotion | $5,859 | - | $5,859 | - | 0.0% | |
| All other expenses | -$782,983 | - | -$782,983 | - | -0.5% | |
| Total | $156,498,399 | 100% |
2022 · Form 990 · $134,212,146 spent · pay $5,545,718 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $126,618,609 | $126,618,609 | - | - | 94.3% | |
| Other salaries and wages | $4,056,679 | - | $4,056,679 | - | 3.0% | |
| Information technology | $1,045,441 | - | $1,045,441 | - | 0.8% | |
| Pension plan contributions | $925,035 | - | $925,035 | - | 0.7% | |
| Fees: investment management | $520,307 | - | $520,307 | - | 0.4% | |
| Payroll taxes | $324,728 | - | $324,728 | - | 0.2% | |
| Office expenses | $268,684 | - | $268,684 | - | 0.2% | |
| Fees: legal | $250,183 | - | $250,183 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $239,276 | - | $239,276 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $205,240 | - | $205,240 | - | 0.2% |
| Other (as described) | PRINTING | $187,760 | - | $187,760 | - | 0.1% |
| Other (as described) | POSTAGE | $186,620 | - | $186,620 | - | 0.1% |
| Occupancy | $184,965 | - | $184,965 | - | 0.1% | |
| Fees: accounting | $75,325 | - | $75,325 | - | 0.1% | |
| Other (as described) | ACA FEES | $70,785 | - | $70,785 | - | 0.1% |
| Depreciation and depletion | $69,452 | - | $69,452 | - | 0.1% | |
| Insurance | $50,801 | - | $50,801 | - | 0.0% | |
| Advertising and promotion | $1,385 | - | $1,385 | - | 0.0% | |
| All other expenses | -$1,069,129 | - | -$1,069,129 | - | -0.8% | |
| Total | $134,212,146 | 100% |
2021 · Form 990 · $137,316,103 spent · pay $4,933,525 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $130,733,717 | $130,733,717 | - | - | 95.2% | |
| Other salaries and wages | $3,477,933 | - | $3,477,933 | - | 2.5% | |
| Information technology | $944,781 | - | $944,781 | - | 0.7% | |
| Pension plan contributions | $914,774 | - | $914,774 | - | 0.7% | |
| Fees: investment management | $512,267 | - | $512,267 | - | 0.4% | |
| Payroll taxes | $304,075 | - | $304,075 | - | 0.2% | |
| Office expenses | $274,391 | - | $274,391 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $236,743 | - | $236,743 | - | 0.2% | |
| Other (as described) | PRINTING | $216,795 | - | $216,795 | - | 0.2% |
| Other (as described) | POSTAGE | $155,002 | - | $155,002 | - | 0.1% |
| Other (as described) | CONSULTANTS | $145,646 | - | $145,646 | - | 0.1% |
| Fees: legal | $125,718 | - | $125,718 | - | 0.1% | |
| Fees: accounting | $67,469 | - | $67,469 | - | 0.0% | |
| Other (as described) | ACA FEES | $66,811 | - | $66,811 | - | 0.0% |
| Occupancy | $58,095 | - | $58,095 | - | 0.0% | |
| Insurance | $50,889 | - | $50,889 | - | 0.0% | |
| Depreciation and depletion | $40,518 | - | $40,518 | - | 0.0% | |
| Advertising and promotion | $12,645 | - | $12,645 | - | 0.0% | |
| All other expenses | -$1,022,166 | - | -$1,022,166 | - | -0.7% | |
| Total | $137,316,103 | 100% |
2020 · Form 990 · $116,095,938 spent · pay $4,941,044 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $109,903,045 | $109,903,045 | - | - | 94.7% | |
| Other salaries and wages | $3,552,053 | - | $3,552,053 | - | 3.1% | |
| Pension plan contributions | $906,522 | - | $906,522 | - | 0.8% | |
| Information technology | $593,088 | - | $593,088 | - | 0.5% | |
| Fees: investment management | $407,600 | - | $407,600 | - | 0.4% | |
| Payroll taxes | $281,259 | - | $281,259 | - | 0.2% | |
| Office expenses | $247,390 | - | $247,390 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $201,210 | - | $201,210 | - | 0.2% | |
| Fees: legal | $200,489 | - | $200,489 | - | 0.2% | |
| Occupancy | $164,012 | - | $164,012 | - | 0.1% | |
| Other (as described) | CONSULTANTS | $126,977 | - | $126,977 | - | 0.1% |
| Other (as described) | POSTAGE | $105,824 | - | $105,824 | - | 0.1% |
| Fees: accounting | $96,173 | - | $96,173 | - | 0.1% | |
| Other (as described) | PRINTING | $88,759 | - | $88,759 | - | 0.1% |
| Depreciation and depletion | $64,811 | - | $64,811 | - | 0.1% | |
| Other (as described) | ACA FEES | $61,298 | - | $61,298 | - | 0.1% |
| Insurance | $43,799 | - | $43,799 | - | 0.0% | |
| Advertising and promotion | $19,818 | - | $19,818 | - | 0.0% | |
| All other expenses | -$968,189 | - | -$968,189 | - | -0.8% | |
| Total | $116,095,938 | 100% |
2019 · Form 990 · $110,511,720 spent · pay $4,898,066 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $104,239,599 | $104,239,599 | - | - | 94.3% | |
| Other salaries and wages | $3,491,841 | - | $3,491,841 | - | 3.2% | |
| Pension plan contributions | $825,331 | - | $825,331 | - | 0.7% | |
| Information technology | $512,137 | - | $512,137 | - | 0.5% | |
| Fees: investment management | $359,763 | - | $359,763 | - | 0.3% | |
| Office expenses | $348,134 | - | $348,134 | - | 0.3% | |
| Payroll taxes | $296,107 | - | $296,107 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $284,787 | - | $284,787 | - | 0.3% | |
| Fees: legal | $212,415 | - | $212,415 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $171,748 | - | $171,748 | - | 0.2% |
| Occupancy | $156,265 | - | $156,265 | - | 0.1% | |
| Other (as described) | PRINTING | $127,254 | - | $127,254 | - | 0.1% |
| Fees: accounting | $122,506 | - | $122,506 | - | 0.1% | |
| Other (as described) | POSTAGE | $99,675 | - | $99,675 | - | 0.1% |
| Depreciation and depletion | $82,225 | - | $82,225 | - | 0.1% | |
| Other (as described) | ACA FEES | $56,289 | - | $56,289 | - | 0.1% |
| Advertising and promotion | $54,433 | - | $54,433 | - | 0.0% | |
| Insurance | $47,009 | - | $47,009 | - | 0.0% | |
| All other expenses | -$975,798 | - | -$975,798 | - | -0.9% | |
| Total | $110,511,720 | 100% |
2018 · Form 990 · $107,790,910 spent · pay $4,734,465 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $101,914,157 | $101,914,157 | - | - | 94.5% | |
| Other salaries and wages | $3,430,857 | - | $3,430,857 | - | 3.2% | |
| Pension plan contributions | $741,608 | - | $741,608 | - | 0.7% | |
| Information technology | $493,011 | - | $493,011 | - | 0.5% | |
| Office expenses | $387,470 | - | $387,470 | - | 0.4% | |
| Payroll taxes | $282,496 | - | $282,496 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $279,504 | - | $279,504 | - | 0.3% | |
| Fees: investment management | $241,612 | - | $241,612 | - | 0.2% | |
| Fees: legal | $167,010 | - | $167,010 | - | 0.2% | |
| Occupancy | $146,929 | - | $146,929 | - | 0.1% | |
| Other (as described) | CONSULTANTS | $146,611 | - | $146,611 | - | 0.1% |
| Fees: accounting | $122,064 | - | $122,064 | - | 0.1% | |
| Other (as described) | PRINTING | $120,118 | - | $120,118 | - | 0.1% |
| Other (as described) | POSTAGE | $101,174 | - | $101,174 | - | 0.1% |
| Depreciation and depletion | $88,631 | - | $88,631 | - | 0.1% | |
| Other (as described) | ACA FEES | $51,000 | - | $51,000 | - | 0.0% |
| Insurance | $44,714 | - | $44,714 | - | 0.0% | |
| All other expenses | -$968,056 | - | -$968,056 | - | -0.9% | |
| Total | $107,790,910 | 100% |
2017 · Form 990 · $96,351,035 spent · pay $4,526,448 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $90,833,614 | $90,833,614 | - | - | 94.3% | |
| Other salaries and wages | $3,318,610 | - | $3,318,610 | - | 3.4% | |
| Pension plan contributions | $678,665 | - | $678,665 | - | 0.7% | |
| Information technology | $437,734 | - | $437,734 | - | 0.5% | |
| Office expenses | $359,692 | - | $359,692 | - | 0.4% | |
| Payroll taxes | $286,874 | - | $286,874 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $242,299 | - | $242,299 | - | 0.3% | |
| Fees: legal | $192,386 | - | $192,386 | - | 0.2% | |
| Fees: investment management | $188,166 | - | $188,166 | - | 0.2% | |
| Occupancy | $138,578 | - | $138,578 | - | 0.1% | |
| Other (as described) | CONSULTANTS | $129,356 | - | $129,356 | - | 0.1% |
| Other (as described) | PRINTING | $105,256 | - | $105,256 | - | 0.1% |
| Fees: accounting | $102,078 | - | $102,078 | - | 0.1% | |
| Other (as described) | POSTAGE | $98,111 | - | $98,111 | - | 0.1% |
| Depreciation and depletion | $72,688 | - | $72,688 | - | 0.1% | |
| Other (as described) | ACA FEES | $45,530 | - | $45,530 | - | 0.0% |
| Insurance | $32,141 | - | $32,141 | - | 0.0% | |
| All other expenses | -$910,743 | - | -$910,743 | - | -0.9% | |
| Total | $96,351,035 | 100% |
2016 · Form 990 · $88,567,818 spent · pay $4,241,302 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $83,048,940 | $83,048,940 | - | - | 93.8% | |
| Other salaries and wages | $3,109,275 | - | $3,109,275 | - | 3.5% | |
| Pension plan contributions | $654,427 | - | $654,427 | - | 0.7% | |
| Information technology | $577,931 | - | $577,931 | - | 0.7% | |
| Office expenses | $388,665 | - | $388,665 | - | 0.4% | |
| Fees: legal | $270,906 | - | $270,906 | - | 0.3% | |
| Payroll taxes | $270,628 | - | $270,628 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $206,972 | - | $206,972 | - | 0.2% | |
| Fees: investment management | $190,803 | - | $190,803 | - | 0.2% | |
| Occupancy | $133,698 | - | $133,698 | - | 0.2% | |
| Other (as described) | PRINTING | $112,485 | - | $112,485 | - | 0.1% |
| Other (as described) | CONSULTANTS | $103,844 | - | $103,844 | - | 0.1% |
| Other (as described) | POSTAGE | $102,340 | - | $102,340 | - | 0.1% |
| Depreciation and depletion | $82,956 | - | $82,956 | - | 0.1% | |
| Fees: accounting | $73,729 | - | $73,729 | - | 0.1% | |
| Insurance | $30,926 | - | $30,926 | - | 0.0% | |
| Other (as described) | PCORI | $20,157 | - | $20,157 | - | 0.0% |
| All other expenses | -$810,864 | - | -$810,864 | - | -0.9% | |
| Total | $88,567,818 | 100% |
2015 · Form 990 · $88,382,921 spent · pay $3,923,976 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $83,499,783 | $83,499,783 | - | - | 94.5% | |
| Other salaries and wages | $2,862,615 | - | $2,862,615 | - | 3.2% | |
| Pension plan contributions | $622,036 | - | $622,036 | - | 0.7% | |
| Information technology | $319,272 | - | $319,272 | - | 0.4% | |
| Office expenses | $276,482 | - | $276,482 | - | 0.3% | |
| Payroll taxes | $237,073 | - | $237,073 | - | 0.3% | |
| Fees: investment management | $204,103 | - | $204,103 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $202,252 | - | $202,252 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $168,532 | - | $168,532 | - | 0.2% |
| Occupancy | $131,446 | - | $131,446 | - | 0.1% | |
| Other (as described) | POSTAGE | $122,041 | - | $122,041 | - | 0.1% |
| Fees: accounting | $108,689 | - | $108,689 | - | 0.1% | |
| Other (as described) | PRINTING | $105,482 | - | $105,482 | - | 0.1% |
| Fees: legal | $102,760 | - | $102,760 | - | 0.1% | |
| Depreciation and depletion | $64,563 | - | $64,563 | - | 0.1% | |
| Other (as described) | PCORI | $35,075 | - | $35,075 | - | 0.0% |
| Insurance | $30,852 | - | $30,852 | - | 0.0% | |
| All other expenses | -$710,135 | - | -$710,135 | - | -0.8% | |
| Total | $88,382,921 | 100% |
2014 · Form 990 · $83,661,410 spent · pay $3,874,556 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $77,752,896 | $77,752,896 | - | - | 92.9% | |
| Other salaries and wages | $2,768,550 | - | $2,768,550 | - | 3.3% | |
| Other (as described) | TRANSITIONAL REINSURANCE FEES | $1,071,395 | - | $1,071,395 | - | 1.3% |
| Pension plan contributions | $615,851 | - | $615,851 | - | 0.7% | |
| Payroll taxes | $273,185 | - | $273,185 | - | 0.3% | |
| Office expenses | $262,932 | - | $262,932 | - | 0.3% | |
| Information technology | $245,097 | - | $245,097 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $216,970 | - | $216,970 | - | 0.3% | |
| Fees: legal | $216,626 | - | $216,626 | - | 0.3% | |
| Fees: investment management | $189,449 | - | $189,449 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $177,095 | - | $177,095 | - | 0.2% |
| Occupancy | $131,354 | - | $131,354 | - | 0.2% | |
| Other (as described) | PRINTING | $124,658 | - | $124,658 | - | 0.1% |
| Other (as described) | POSTAGE | $104,176 | - | $104,176 | - | 0.1% |
| Fees: accounting | $73,697 | - | $73,697 | - | 0.1% | |
| Depreciation and depletion | $70,237 | - | $70,237 | - | 0.1% | |
| Insurance | $34,178 | - | $34,178 | - | 0.0% | |
| All other expenses | -$666,936 | - | -$666,936 | - | -0.8% | |
| Total | $83,661,410 | 100% |
2013 · Form 990 · $80,032,728 spent · pay $3,700,480 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $75,401,692 | $75,401,692 | - | - | 94.2% | |
| Other salaries and wages | $2,634,769 | - | $2,634,769 | - | 3.3% | |
| Pension plan contributions | $600,430 | - | $600,430 | - | 0.8% | |
| Office expenses | $325,359 | - | $325,359 | - | 0.4% | |
| Payroll taxes | $255,023 | - | $255,023 | - | 0.3% | |
| Fees: legal | $231,498 | - | $231,498 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $210,258 | - | $210,258 | - | 0.3% | |
| Fees: investment management | $183,331 | - | $183,331 | - | 0.2% | |
| Information technology | $165,268 | - | $165,268 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $150,555 | - | $150,555 | - | 0.2% |
| Other (as described) | PRINTING | $130,929 | - | $130,929 | - | 0.2% |
| Other (as described) | POSTAGE | $112,957 | - | $112,957 | - | 0.1% |
| Occupancy | $95,556 | - | $95,556 | - | 0.1% | |
| Fees: accounting | $75,326 | - | $75,326 | - | 0.1% | |
| Depreciation and depletion | $53,029 | - | $53,029 | - | 0.1% | |
| Other (as described) | TELEPHONE | $46,933 | - | $46,933 | - | 0.1% |
| Insurance | $29,247 | - | $29,247 | - | 0.0% | |
| All other expenses | -$669,432 | - | -$669,432 | - | -0.8% | |
| Total | $80,032,728 | 100% |
2012 · Form 990 · $72,518,683 spent · pay $3,644,658 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $68,044,298 | $68,044,298 | - | - | 93.8% | |
| Other salaries and wages | $2,592,875 | - | $2,592,875 | - | 3.6% | |
| Pension plan contributions | $610,075 | - | $610,075 | - | 0.8% | |
| Office expenses | $291,990 | - | $291,990 | - | 0.4% | |
| Payroll taxes | $238,432 | - | $238,432 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $203,276 | - | $203,276 | - | 0.3% | |
| Fees: investment management | $200,305 | - | $200,305 | - | 0.3% | |
| Other (as described) | CONSULTANTS | $195,268 | - | $195,268 | - | 0.3% |
| Information technology | $177,239 | - | $177,239 | - | 0.2% | |
| Occupancy | $141,441 | - | $141,441 | - | 0.2% | |
| Other (as described) | POSTAGE | $98,720 | - | $98,720 | - | 0.1% |
| Fees: accounting | $82,454 | - | $82,454 | - | 0.1% | |
| Fees: legal | $79,565 | - | $79,565 | - | 0.1% | |
| Other (as described) | PRINTING | $74,555 | - | $74,555 | - | 0.1% |
| Depreciation and depletion | $66,501 | - | $66,501 | - | 0.1% | |
| Other (as described) | TELEPHONE | $47,929 | - | $47,929 | - | 0.1% |
| Insurance | $27,667 | - | $27,667 | - | 0.0% | |
| All other expenses | -$653,907 | - | -$653,907 | - | -0.9% | |
| Total | $72,518,683 | 100% |
2011 · Form 990 · $68,343,197 spent · pay $3,522,605 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $64,111,767 | $64,111,767 | - | - | 93.8% | |
| Other salaries and wages | $2,509,493 | - | $2,509,493 | - | 3.7% | |
| Pension plan contributions | $581,132 | - | $581,132 | - | 0.9% | |
| Other (as described) | CONSULTANTS | $296,225 | - | $296,225 | - | 0.4% |
| Information technology | $276,805 | - | $276,805 | - | 0.4% | |
| Office expenses | $238,197 | - | $238,197 | - | 0.3% | |
| Payroll taxes | $230,118 | - | $230,118 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $201,862 | - | $201,862 | - | 0.3% | |
| Fees: investment management | $159,147 | - | $159,147 | - | 0.2% | |
| Occupancy | $158,936 | - | $158,936 | - | 0.2% | |
| Fees: legal | $93,459 | - | $93,459 | - | 0.1% | |
| Other (as described) | POSTAGE | $84,086 | - | $84,086 | - | 0.1% |
| Other (as described) | PRINTING | $79,049 | - | $79,049 | - | 0.1% |
| Fees: accounting | $75,976 | - | $75,976 | - | 0.1% | |
| Depreciation and depletion | $53,430 | - | $53,430 | - | 0.1% | |
| Other (as described) | TELEPHONE | $44,120 | - | $44,120 | - | 0.1% |
| Insurance | $28,469 | - | $28,469 | - | 0.0% | |
| All other expenses | -$879,074 | - | -$879,074 | - | -1.3% | |
| Total | $68,343,197 | 100% |
2010 · Form 990 · $67,362,313 spent · pay $3,351,123 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $63,522,524 | $63,522,524 | - | - | 94.3% | |
| Other salaries and wages | $2,424,426 | - | $2,424,426 | - | 3.6% | |
| Pension plan contributions | $510,714 | - | $510,714 | - | 0.8% | |
| Information technology | $386,174 | - | $386,174 | - | 0.6% | |
| Payroll taxes | $223,439 | - | $223,439 | - | 0.3% | |
| Office expenses | $215,892 | - | $215,892 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $192,544 | - | $192,544 | - | 0.3% | |
| Occupancy | $173,046 | - | $173,046 | - | 0.3% | |
| Fees: investment management | $156,137 | - | $156,137 | - | 0.2% | |
| Other (as described) | CONSULTANTS | $155,546 | - | $155,546 | - | 0.2% |
| Fees: legal | $137,075 | - | $137,075 | - | 0.2% | |
| Other (as described) | POSTAGE | $102,629 | - | $102,629 | - | 0.2% |
| Fees: accounting | $79,163 | - | $79,163 | - | 0.1% | |
| Depreciation and depletion | $76,918 | - | $76,918 | - | 0.1% | |
| Other (as described) | PRINTING | $62,024 | - | $62,024 | - | 0.1% |
| All other expenses | $36,380 | - | $36,380 | - | 0.1% | |
| Other (as described) | TELEPHONE | $34,680 | - | $34,680 | - | 0.1% |
| Insurance | $24,451 | - | $24,451 | - | 0.0% | |
| Other (as described) | ALLOCATED TO OTHER FUNDS | -$1,151,449 | - | -$1,151,449 | - | -1.7% |
| Total | $67,362,313 | 100% |
Comments