SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUND

Cite this

Plain text SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUND. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/sheet-metal-workers-local-union-4-health-and-welfare-fund-620676288. Retrieved 2026-10-24.

APA furp.org. (n.d.). SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUND [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 24, 2026, from https://furp.org/org/sheet-metal-workers-local-union-4-health-and-welfare-fund-620676288

MLA “SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUND.” furp.org, tax years 2014–2024, https://furp.org/org/sheet-metal-workers-local-union-4-health-and-welfare-fund-620676288. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $9.7M · expenses $6.2M · assets $9.9M

Also known as
HEALTH AND WELFARE FUND
EIN
62-0676288
Address
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
NTEE code
-
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
August 1963 (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

THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 11 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David W Sink Jr SECRETARY2014-2024 2 $0 reported 2
Mike Thorne CHAIRMAN2021-2024 2 $0 reported 4
Jason Mink TRUSTEE2017-2024 2 $0 reported 2
Lamar Hegwood TRUSTEE2018-2024 2 $0 reported 2
Zack Conner TRUSTEE2023-2024 2 $0 reported 1
Tommy Ripley (former) TRUSTEE2018-2022 2 $0 reported 1
John Williams (former) CHAIRMAN2014-2021 2 $0 reported 4
Gordon Jones (former) SECRETARY2014-2021 2 $0 reported 3
Wayne Bennington (former) TRUSTEE2014-2017 2 $0 reported 4
Scott Daniel (former) TRUSTEE2014-2016 2 $0 reported 1
Jimmy Clark (former) TRUSTEE2014-2016 2 $0 reported 1

People by year

2024 · 5 people listed · none paid · 22 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIKE THORNE CHAIRMAN2 $0$0$0 $04
DAVID W SINK JR SECRETARY2 $0$0$0 $02
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
JASON MINK TRUSTEE2 $0$0$0 $02
ZACK CONNER TRUSTEE2 $0$0$0 $01
2023 · 5 people listed · none paid · 17 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIKE THORNE CHAIRMAN2 $0$0$0 $04
DAVID W SINK JR SECRETARY2 $0$0$0 $02
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
JASON MINK TRUSTEE2 $0$0$0 $02
ZACK CONNER TRUSTEE2 $0$0$0 $01
2022 · 5 people listed · none paid · 7 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIKE THORNE CHAIRMAN2 $0$0$0 $04
DAVID W SINK JR SECRETARY2 $0$0$0 $02
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
JASON MINK TRUSTEE2 $0$0$0 $02
TOMMY RIPLEY TRUSTEE2 $0$0$0 $01
2021 · 6 people listed · none paid · 8 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
MIKE THORNE TRUSTEE2 $0$0$0 $04
TOMMY RIPLEY TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
2020 · 6 people listed · none paid · 8 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
JASON MINK TRUSTEE2 $0$0$0 $02
TOMMY RIPLEY TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
2019 · 6 people listed · none paid · 14 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
JASON MINK TRUSTEE2 $0$0$0 $02
TOMMY RIPLEY TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
2018 · 6 people listed · none paid · 12 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
LAMAR HEGWOOD TRUSTEE2 $0$0$0 $02
JASON MINK TRUSTEE2 $0$0$0 $02
TOMMY RIPLEY TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
2017 · 5 people listed · none paid · 10 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE BENNINGTON TRUSTEE2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
JASON MINK TRUSTEE2 $0$0$0 $02
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
2016 · 6 people listed · none paid · 6 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE BENNINGTON TRUSTEE2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
SCOTT DANIEL TRUSTEE2 $0$0$0 $01
JIMMY CLARK TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
2015 · 6 people listed · none paid · 5 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE BENNINGTON TRUSTEE2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
SCOTT DANIEL TRUSTEE2 $0$0$0 $01
JIMMY CLARK TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04
2014 · 6 people listed · none paid · 8 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE BENNINGTON TRUSTEE2 $0$0$0 $04
GORDON JONES SECRETARY2 $0$0$0 $03
SCOTT DANIEL TRUSTEE2 $0$0$0 $01
JIMMY CLARK TRUSTEE2 $0$0$0 $01
DAVID W SINK JR TRUSTEE2 $0$0$0 $02
JOHN WILLIAMS CHAIRMAN2 $0$0$0 $04

Highest-paid independent contractors

2024 · 2 contractors · $352K
NameLocationServicePaid
UNITED HEALTHCAREMINNEAPOLIS, MNPPO$231,496
SOUTHERN BENEFIT ADMINISTRATORS INCGOODLETTSVILLE, TNTHIRD PARTY ADM$121,000
2023 · 1 contractor · $109K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORS INCGOODLETTSVILLE, TNTHIRD PARTY ADM$109,000
2022 · 1 contractor · $109K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORS INCGOODLETTSVILLE, TNTHIRD PARTY ADM$109,000
2018 · 1 contractor · $111K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$110,848
2017 · 1 contractor · $109K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$108,793
2016 · 1 contractor · $112K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$112,161
2015 · 1 contractor · $109K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$108,686
2014 · 1 contractor · $109K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$109,346

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 2024-12-31 · view filing · original 990 ↗
$9,747,437$6,242,464 $9,851,056$9,601,745 $0$8,795,189 -22-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$6,461,376$4,205,731 $6,568,191$6,096,772 $0$5,866,208 -17-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$3,292,865$3,544,812 $3,848,734$3,841,127 $0$3,411,155 -7-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$3,869,534$3,810,036 $4,104,621$4,093,074 $0$3,404,342 -8-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$4,176,305$3,704,796 $4,051,468$4,033,576 $0$3,614,720 -8-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$3,771,591$3,297,440 $3,567,808$3,562,067 $0$3,567,344 -14-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$3,981,940$3,265,815 $3,104,825$3,087,916 $0$3,747,107 -12-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$3,570,178$3,597,660 $2,393,403$2,371,791 $0$3,424,367 -10-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$3,183,671$3,465,144 $2,422,428$2,399,273 $0$3,126,331 -6-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$2,975,385$3,207,540 $2,723,197$2,680,746 $0$2,882,076 -5-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$2,948,904$3,102,838 $2,926,957$2,912,901 $0$2,888,535 -8-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

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 (65)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHEET METAL WORKERS WELFARE FUND LOCAL UNION NO 85TNNot reported $17,126,594$14,709,463 TRUSTEE$0 Similar name, revenue within 2x, same state, similar mission
SHEET METAL WORKERS INTERNATIONAL ASSN HEALTH & WELFARE FUNDTNNot reported $10,742,434$11,313,501 TRUSTEE$0 Similar name, revenue within 2x, same state, similar mission
SHEET METAL WORKERS LOCAL UNION NO 110 WELFARE TRUST FUNDTNNot reported $16,586,241$17,453,519 TRUSTEE$0 Similar name, revenue within 2x, same state, similar mission
SHEET METAL WORKRS LOCAL 27 HEALTH & WELFARE FUNDNJNot reported $11,092,827$10,761,511 UNION TRUSTEE$335,760 Similar name, revenue within 2x, similar mission
SHEET METAL WORKERS LOCAL UNION NO 71 AND INDUSTRY WELFARE TRUST FUNDNYJ40 $8,782,057$8,387,310 FUNDS ADMINISTRATOR$157,298 Similar name, revenue within 2x, similar mission
SHEET METAL WORKERS WELFARE FUND-22NJNot reported $8,449,749$9,111,398 UNION TRUSTEE$300,734 Similar name, revenue within 2x, similar mission
SHEET METAL WORKERS HEALTH & WELFAREOHNot reported $12,556,880$11,799,747 CHAIRMAN$0 Similar name, revenue within 2x
CEDAR RAPIDS SHEET METAL WORKERS LOCAL 263 HEALTH & WELFARE FUNDIANot reported $8,062,024$7,162,192 CHAIRMAN$0 Similar name, revenue within 2x
SHEET METAL WORKERS-91 HEALTH AND WELFARE FUNDILNot reported $13,472,738$14,175,200 CHAIRMAN$0 Similar name, revenue within 2x
SHEETMENTAL WORKERS LOCAL UNION 32 HEALTH AND WELFARETRUST FUNDFLNot reported $5,409,177$4,549,879 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKER LOCAL 98 WELFARE FUNDWVNot reported $16,509,909$12,036,160 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKERS-270 WELFARE FUNDOKY43 $5,303,415$4,532,612 UNION TRUSTEE, CHAIRMAN$0 Similar name, revenue within 2x
SHEET METAL WORKERS-1 WELFARE TRUST FUNDILNot reported $9,315,865$9,713,430 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL 112 WEL FARE METAL WORKERS LOCAL 112NYNot reported $4,974,324$3,285,690 FUND ADMINISTRA$236,429 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUNDMINot reported $4,924,797$4,509,389 Trustee$0 Similar name, revenue within 2x
SHEET METAL WORKERS-49 WELFARE FUNDAZNot reported $6,468,390$6,221,217 Chairman$0 Similar name, revenue within 2x
SHEET METAL WORKERS HEALTH FUNDNYNot reported $9,121,173$8,400,680 TRUSTEE$0 Similar name, revenue within 2x
TEAMSTERS LOCAL UNION 491 HEALTH AND WELFARE FUNDPANot reported $8,652,621$7,080,652 TRUSTEE$3,600 Similar name, revenue within 2x
TEAMSTERS LOCAL UNION 348 HEALTH & WELFARE FUNDOHNot reported $10,001,727$7,843,608 EMPLOYER TRU$0 Similar name, revenue within 2x
LOCAL UNION 682 HEALTH & WELFARE TRUST FUNDMONot reported $12,839,472$14,831,931 MANAGEMENT TRUSTEE, SECRET$9,000 Similar name, revenue within 2x
LABORERS LOCAL UNION-158 HEALTH & WELFARE FUNDPANot reported $14,507,174$13,165,314 EMPLOYER TRUSTEE$0 Similar name, revenue within 2x
HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUNDHINot reported $15,911,277$9,545,826 ADMINISTRATOR$226,073 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL 292 HEALTH FUNDMINot reported $9,052,598$10,060,970 Chairman$271,613 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUNDILNot reported $10,332,459$8,696,860 Trustee$104,322 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL UNION NO 28 EDUCATION FUNDNYB30 $5,461,732$4,777,795 JAC ADMINISTRATOR$299,812 Similar name, revenue within 2x

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 · $6,242,464 spent · pay $13,437 · grants $0 · events $1,908
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,170,597--- 82.8%
Insurance $463,624--- 7.4%
Fees: other services $254,814--- 4.1%
Other (as described)EMPLOYER GROUP WAIVER PLA $144,174--- 2.3%
Fees: management $108,000--- 1.7%
Fees: investment management $14,406--- 0.2%
Other (as described)PRICE ESTIMATOR TOOL FEES $13,786--- 0.2%
Fees: accounting $13,550--- 0.2%
Payroll taxes $13,437--- 0.2%
Office expenses $13,410--- 0.2%
Fees: legal $11,224--- 0.2%
Other (as described)BANK CHARGES $7,316--- 0.1%
All other expenses $6,428--- 0.1%
Other (as described)FIDUCIARY LIABILITY INSUR $5,790--- 0.1%
Conferences, conventions and meetings $1,908--- 0.0%
Total$6,242,464100%

View the filing

2023 · Form 990 · $4,205,731 spent · pay $7,794 · grants $0 · events $2,515
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,459,126--- 82.2%
Insurance $270,295--- 6.4%
Fees: other services $178,753--- 4.3%
Other (as described)EMPLOYER GROUP WAIVER PLA $128,296--- 3.1%
Fees: management $96,000--- 2.3%
Fees: accounting $14,100--- 0.3%
Fees: investment management $13,370--- 0.3%
Fees: legal $10,800--- 0.3%
Payroll taxes $7,794--- 0.2%
Office expenses $6,385--- 0.2%
Other (as described)FIDUCIARY LIABILITY INSUR $5,790--- 0.1%
Other (as described)PRICE ESTIMATOR TOOL FEES $5,291--- 0.1%
All other expenses $5,239--- 0.1%
Conferences, conventions and meetings $2,515--- 0.1%
Other (as described)PCORI FEE $1,977--- 0.0%
Total$4,205,731100%

View the filing

2022 · Form 990 · $3,544,812 spent · pay $5,136 · grants $0 · events $1,684
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,930,504--- 82.7%
Insurance $222,206--- 6.3%
Other (as described)EMPLOYER GROUP WAIVER PLA $115,659--- 3.3%
Fees: other services $106,929--- 3.0%
Fees: management $96,000--- 2.7%
Office expenses $19,587--- 0.6%
Fees: investment management $12,397--- 0.3%
Fees: accounting $11,450--- 0.3%
Fees: legal $10,984--- 0.3%
Other (as described)FIDUCIARY LIABILITY INSUR $5,778--- 0.2%
Payroll taxes $5,136--- 0.1%
All other expenses $2,592--- 0.1%
Other (as described)CYBER LIABILITY INSURANCE $1,992--- 0.1%
Other (as described)PCORI FEE $1,914--- 0.1%
Conferences, conventions and meetings $1,684--- 0.0%
Total$3,544,812100%

View the filing

2021 · Form 990 · $3,810,036 spent · pay $2,665 · grants $0 · events $1,142
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,084,355--- 81.0%
Insurance $363,884--- 9.6%
Other (as described)EMPLOYER GROUP WAIVER PLA $119,632--- 3.1%
Fees: other services $106,068--- 2.8%
Fees: management $83,400--- 2.2%
Fees: accounting $12,850--- 0.3%
Fees: investment management $11,411--- 0.3%
Fees: legal $10,800--- 0.3%
Other (as described)FIDUCIARY LIABILITY INSUR $5,707--- 0.1%
Office expenses $3,446--- 0.1%
Payroll taxes $2,665--- 0.1%
Other (as described)PCORI FEE $1,793--- 0.0%
All other expenses $1,731--- 0.0%
Other (as described)BOND EXPENSE $1,152--- 0.0%
Conferences, conventions and meetings $1,142--- 0.0%
Total$3,810,036100%

View the filing

2020 · Form 990 · $3,704,796 spent · pay $2,446 · grants $0 · events $393
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,961,097--- 79.9%
Insurance $336,729--- 9.1%
Other (as described)EMPLOYER GROUP WAIVER PLA $185,703--- 5.0%
Fees: other services $91,034--- 2.5%
Fees: management $79,200--- 2.1%
Fees: accounting $12,300--- 0.3%
Fees: investment management $10,862--- 0.3%
Fees: legal $10,809--- 0.3%
Other (as described)FIDUCIARY LIABILITY INSUR $5,712--- 0.2%
Office expenses $4,131--- 0.1%
Payroll taxes $2,446--- 0.1%
Other (as described)PCORI FEE $1,834--- 0.0%
All other expenses $1,494--- 0.0%
Other (as described)PRESCRIPTION ADMINISTRATI $1,052--- 0.0%
Conferences, conventions and meetings $393--- 0.0%
Total$3,704,796100%

View the filing

2019 · Form 990 · $3,297,440 spent · pay $6,228 · grants $0 · events $2,039
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,518,962--- 76.4%
Insurance $340,462--- 10.3%
Other (as described)EMPLOYER GROUP WAIVER PLA $193,202--- 5.9%
Fees: other services $105,962--- 3.2%
Fees: management $79,200--- 2.4%
Fees: accounting $12,400--- 0.4%
Fees: legal $10,811--- 0.3%
Fees: investment management $10,727--- 0.3%
Payroll taxes $6,228--- 0.2%
Other (as described)FIDUCIARY LIABILITY INSUR $5,702--- 0.2%
Office expenses $5,055--- 0.2%
Other (as described)PRESCRIPTION ADMINISTRATI $3,231--- 0.1%
Conferences, conventions and meetings $2,039--- 0.1%
Other (as described)PCORI FEE $1,840--- 0.1%
All other expenses $1,619--- 0.0%
Total$3,297,440100%

View the filing

2018 · Form 990 · $3,265,815 spent · pay $6,618 · grants $0 · events $2,928
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,434,494--- 74.5%
Insurance $364,213--- 11.2%
Other (as described)EMPLOYER GROUP WAIVER PLA $205,144--- 6.3%
Fees: other services $122,748--- 3.8%
Fees: management $79,200--- 2.4%
Fees: accounting $11,575--- 0.4%
Fees: legal $10,804--- 0.3%
Fees: investment management $10,703--- 0.3%
Payroll taxes $6,618--- 0.2%
Other (as described)FIDUCIARY LIABILITY INSUR $5,659--- 0.2%
Other (as described)PRESCRIPTION ADMINISTRATI $4,272--- 0.1%
Office expenses $3,880--- 0.1%
Conferences, conventions and meetings $2,928--- 0.1%
All other expenses $1,911--- 0.1%
Other (as described)PCORI FEE $1,666--- 0.1%
Total$3,265,815100%

View the filing

2017 · Form 990 · $3,597,660 spent · pay $6,790 · grants $0 · events $2,011
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,821,684--- 78.4%
Insurance $334,810--- 9.3%
Other (as described)EMPLOYER GROUP WAIVER PLA $178,851--- 5.0%
Fees: other services $120,693--- 3.4%
Fees: management $79,200--- 2.2%
Fees: accounting $11,675--- 0.3%
Fees: legal $10,800--- 0.3%
Fees: investment management $9,717--- 0.3%
Other (as described)TRANSITIONAL REINSURANCE $9,324--- 0.3%
Payroll taxes $6,790--- 0.2%
Other (as described)FIDUCIARY LIABILITY INSUR $5,630--- 0.2%
Office expenses $3,244--- 0.1%
Conferences, conventions and meetings $2,011--- 0.1%
Other (as described)PCORI FEE $1,620--- 0.0%
All other expenses $1,611--- 0.0%
Total$3,597,660100%

View the filing

2016 · Form 990 · $3,465,144 spent · pay $4,200 · grants $0 · events $2,440
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,846,761--- 82.2%
Insurance $348,589--- 10.1%
Fees: other services $124,061--- 3.6%
Fees: management $79,200--- 2.3%
Other (as described)TRANSITIONAL REINSURANCE $16,145--- 0.5%
Fees: accounting $11,000--- 0.3%
Fees: legal $10,804--- 0.3%
Fees: investment management $8,716--- 0.3%
Other (as described)FIDUCIARY LIABILITY INSUR $5,588--- 0.2%
Payroll taxes $4,200--- 0.1%
Office expenses $4,144--- 0.1%
Conferences, conventions and meetings $2,440--- 0.1%
Other (as described)PCORI FEE $1,604--- 0.0%
All other expenses $1,244--- 0.0%
Other (as described)IRS ELECTRONIC FILING FEE $648--- 0.0%
Total$3,465,144100%

View the filing

2015 · Form 990 · $3,207,540 spent · pay $3,401 · grants $0 · events $1,824
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,502,569--- 78.0%
Insurance $430,400--- 13.4%
Fees: other services $122,586--- 3.8%
Fees: management $79,200--- 2.5%
Other (as described)TRANSITIONAL REINSURANCE $22,290--- 0.7%
Fees: accounting $11,575--- 0.4%
Fees: legal $10,805--- 0.3%
Fees: investment management $10,412--- 0.3%
Other (as described)FIDUCIARY LIABILITY INSUR $5,517--- 0.2%
Office expenses $4,563--- 0.1%
Payroll taxes $3,401--- 0.1%
Conferences, conventions and meetings $1,824--- 0.1%
Other (as described)PCORI FEE $1,485--- 0.0%
Other (as described)BANK SERVICE CHARGES $516--- 0.0%
All other expenses $397--- 0.0%
Total$3,207,540100%

View the filing

2014 · Form 990 · $3,102,838 spent · pay $5,304 · grants $0 · events $1,723
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,393,137--- 77.1%
Insurance $453,064--- 14.6%
Fees: other services $126,112--- 4.1%
Fees: management $79,200--- 2.6%
Fees: legal $10,804--- 0.3%
Fees: accounting $10,275--- 0.3%
Office expenses $9,286--- 0.3%
Fees: investment management $8,137--- 0.3%
Other (as described)FIDUCIARY LIABILITY INSUR $5,500--- 0.2%
Payroll taxes $5,304--- 0.2%
Conferences, conventions and meetings $1,723--- 0.1%
Other (as described)BOND EXPENSE $224--- 0.0%
Other (as described)DOCUMENT SHREDDING FEES $72--- 0.0%
Total$3,102,838100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.