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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| David W Sink Jr | SECRETARY | 2014-2024 | 2 | $0 reported | 2 |
| Mike Thorne | CHAIRMAN | 2021-2024 | 2 | $0 reported | 4 |
| Jason Mink | TRUSTEE | 2017-2024 | 2 | $0 reported | 2 |
| Lamar Hegwood | TRUSTEE | 2018-2024 | 2 | $0 reported | 2 |
| Zack Conner | TRUSTEE | 2023-2024 | 2 | $0 reported | 1 |
| Tommy Ripley (former) | TRUSTEE | 2018-2022 | 2 | $0 reported | 1 |
| John Williams (former) | CHAIRMAN | 2014-2021 | 2 | $0 reported | 4 |
| Gordon Jones (former) | SECRETARY | 2014-2021 | 2 | $0 reported | 3 |
| Wayne Bennington (former) | TRUSTEE | 2014-2017 | 2 | $0 reported | 4 |
| Scott Daniel (former) | TRUSTEE | 2014-2016 | 2 | $0 reported | 1 |
| Jimmy Clark (former) | TRUSTEE | 2014-2016 | 2 | $0 reported | 1 |
People by year
2024 · 5 people listed · none paid · 22 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE THORNE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| DAVID W SINK JR | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ZACK CONNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 5 people listed · none paid · 17 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE THORNE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| DAVID W SINK JR | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ZACK CONNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 5 people listed · none paid · 7 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE THORNE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| DAVID W SINK JR | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| TOMMY RIPLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 6 people listed · none paid · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| MIKE THORNE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TOMMY RIPLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2020 · 6 people listed · none paid · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| TOMMY RIPLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 6 people listed · none paid · 14 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| TOMMY RIPLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2018 · 6 people listed · none paid · 12 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| LAMAR HEGWOOD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| TOMMY RIPLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2017 · 5 people listed · none paid · 10 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WAYNE BENNINGTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| JASON MINK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
2016 · 6 people listed · none paid · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WAYNE BENNINGTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| SCOTT DANIEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JIMMY CLARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
2015 · 6 people listed · none paid · 5 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WAYNE BENNINGTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| SCOTT DANIEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JIMMY CLARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
2014 · 6 people listed · none paid · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WAYNE BENNINGTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| GORDON JONES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 3 |
| SCOTT DANIEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JIMMY CLARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID W SINK JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN WILLIAMS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
Highest-paid independent contractors
2024 · 2 contractors · $352K
| Name | Location | Service | Paid |
|---|---|---|---|
| UNITED HEALTHCARE | MINNEAPOLIS, MN | PPO | $231,496 |
| SOUTHERN BENEFIT ADMINISTRATORS INC | GOODLETTSVILLE, TN | THIRD PARTY ADM | $121,000 |
2023 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | GOODLETTSVILLE, TN | THIRD PARTY ADM | $109,000 |
2022 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | GOODLETTSVILLE, TN | THIRD PARTY ADM | $109,000 |
2018 · 1 contractor · $111K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $110,848 |
2017 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $108,793 |
2016 · 1 contractor · $112K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $112,161 |
2015 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $108,686 |
2014 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $9,747,437 | $6,242,464 | $9,851,056 | $9,601,745 | $0 | $8,795,189 | - | 22 | - |
| 2023 · Form 990 | ||||||||
| $6,461,376 | $4,205,731 | $6,568,191 | $6,096,772 | $0 | $5,866,208 | - | 17 | - |
| 2022 · Form 990 | ||||||||
| $3,292,865 | $3,544,812 | $3,848,734 | $3,841,127 | $0 | $3,411,155 | - | 7 | - |
| 2021 · Form 990 | ||||||||
| $3,869,534 | $3,810,036 | $4,104,621 | $4,093,074 | $0 | $3,404,342 | - | 8 | - |
| 2020 · Form 990 | ||||||||
| $4,176,305 | $3,704,796 | $4,051,468 | $4,033,576 | $0 | $3,614,720 | - | 8 | - |
| 2019 · Form 990 | ||||||||
| $3,771,591 | $3,297,440 | $3,567,808 | $3,562,067 | $0 | $3,567,344 | - | 14 | - |
| 2018 · Form 990 | ||||||||
| $3,981,940 | $3,265,815 | $3,104,825 | $3,087,916 | $0 | $3,747,107 | - | 12 | - |
| 2017 · Form 990 | ||||||||
| $3,570,178 | $3,597,660 | $2,393,403 | $2,371,791 | $0 | $3,424,367 | - | 10 | - |
| 2016 · Form 990 | ||||||||
| $3,183,671 | $3,465,144 | $2,422,428 | $2,399,273 | $0 | $3,126,331 | - | 6 | - |
| 2015 · Form 990 | ||||||||
| $2,975,385 | $3,207,540 | $2,723,197 | $2,680,746 | $0 | $2,882,076 | - | 5 | - |
| 2014 · Form 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.
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION Memphis, TN · 3 people in common (Jason Mink, Lamar Hegwood, Mike Thorne)
- SHEET METAL VACATION FUND LOCAL 4 Goodlettsvlle, TN · 2 people in common (David W Sink Jr, Mike Thorne)
- SHEET METAL WORKERS LOCAL NO 4 APPRENTICE TRAINING Memphis, TN · 1 person in common (Mike Thorne)
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SHEET METAL WORKERS WELFARE FUND LOCAL UNION NO 85 | TN | Not 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 FUND | TN | Not 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 FUND | TN | Not 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 FUND | NJ | Not 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 FUND | NY | J40 | $8,782,057 | $8,387,310 | FUNDS ADMINISTRATOR | $157,298 | Similar name, revenue within 2x, similar mission |
| SHEET METAL WORKERS WELFARE FUND-22 | NJ | Not reported | $8,449,749 | $9,111,398 | UNION TRUSTEE | $300,734 | Similar name, revenue within 2x, similar mission |
| SHEET METAL WORKERS HEALTH & WELFARE | OH | Not reported | $12,556,880 | $11,799,747 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| CEDAR RAPIDS SHEET METAL WORKERS LOCAL 263 HEALTH & WELFARE FUND | IA | Not reported | $8,062,024 | $7,162,192 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKERS-91 HEALTH AND WELFARE FUND | IL | Not reported | $13,472,738 | $14,175,200 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| SHEETMENTAL WORKERS LOCAL UNION 32 HEALTH AND WELFARETRUST FUND | FL | Not reported | $5,409,177 | $4,549,879 | TRUSTEE | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKER LOCAL 98 WELFARE FUND | WV | Not reported | $16,509,909 | $12,036,160 | TRUSTEE | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKERS-270 WELFARE FUND | OK | Y43 | $5,303,415 | $4,532,612 | UNION TRUSTEE, CHAIRMAN | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKERS-1 WELFARE TRUST FUND | IL | Not reported | $9,315,865 | $9,713,430 | TRUSTEE | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKERS LOCAL 112 WEL FARE METAL WORKERS LOCAL 112 | NY | Not reported | $4,974,324 | $3,285,690 | FUND ADMINISTRA | $236,429 | Similar name, revenue within 2x |
| SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND | MI | Not reported | $4,924,797 | $4,509,389 | Trustee | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKERS-49 WELFARE FUND | AZ | Not reported | $6,468,390 | $6,221,217 | Chairman | $0 | Similar name, revenue within 2x |
| SHEET METAL WORKERS HEALTH FUND | NY | Not reported | $9,121,173 | $8,400,680 | TRUSTEE | $0 | Similar name, revenue within 2x |
| TEAMSTERS LOCAL UNION 491 HEALTH AND WELFARE FUND | PA | Not reported | $8,652,621 | $7,080,652 | TRUSTEE | $3,600 | Similar name, revenue within 2x |
| TEAMSTERS LOCAL UNION 348 HEALTH & WELFARE FUND | OH | Not reported | $10,001,727 | $7,843,608 | EMPLOYER TRU | $0 | Similar name, revenue within 2x |
| LOCAL UNION 682 HEALTH & WELFARE TRUST FUND | MO | Not reported | $12,839,472 | $14,831,931 | MANAGEMENT TRUSTEE, SECRET | $9,000 | Similar name, revenue within 2x |
| LABORERS LOCAL UNION-158 HEALTH & WELFARE FUND | PA | Not reported | $14,507,174 | $13,165,314 | EMPLOYER TRUSTEE | $0 | Similar name, revenue within 2x |
| HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND | HI | Not reported | $15,911,277 | $9,545,826 | ADMINISTRATOR | $226,073 | Similar name, revenue within 2x |
| SHEET METAL WORKERS LOCAL 292 HEALTH FUND | MI | Not reported | $9,052,598 | $10,060,970 | Chairman | $271,613 | Similar name, revenue within 2x |
| SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND | IL | Not reported | $10,332,459 | $8,696,860 | Trustee | $104,322 | Similar name, revenue within 2x |
| SHEET METAL WORKERS LOCAL UNION NO 28 EDUCATION FUND | NY | B30 | $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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $6,242,464 | 100% |
2023 · Form 990 · $4,205,731 spent · pay $7,794 · grants $0 · events $2,515
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $4,205,731 | 100% |
2022 · Form 990 · $3,544,812 spent · pay $5,136 · grants $0 · events $1,684
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,544,812 | 100% |
2021 · Form 990 · $3,810,036 spent · pay $2,665 · grants $0 · events $1,142
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,810,036 | 100% |
2020 · Form 990 · $3,704,796 spent · pay $2,446 · grants $0 · events $393
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,704,796 | 100% |
2019 · Form 990 · $3,297,440 spent · pay $6,228 · grants $0 · events $2,039
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,297,440 | 100% |
2018 · Form 990 · $3,265,815 spent · pay $6,618 · grants $0 · events $2,928
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,265,815 | 100% |
2017 · Form 990 · $3,597,660 spent · pay $6,790 · grants $0 · events $2,011
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,597,660 | 100% |
2016 · Form 990 · $3,465,144 spent · pay $4,200 · grants $0 · events $2,440
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,465,144 | 100% |
2015 · Form 990 · $3,207,540 spent · pay $3,401 · grants $0 · events $1,824
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,207,540 | 100% |
2014 · Form 990 · $3,102,838 spent · pay $5,304 · grants $0 · events $1,723
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $3,102,838 | 100% |
Comments