NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN

Cite this

Plain text NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/new-orleans-electrical-health-and-welfare-plan-720457387. Retrieved 2026-10-28.

APA furp.org. (n.d.). NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 28, 2026, from https://furp.org/org/new-orleans-electrical-health-and-welfare-plan-720457387

MLA “NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN.” furp.org, tax years 2010–2024, https://furp.org/org/new-orleans-electrical-health-and-welfare-plan-720457387. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $9.8M · expenses $8.3M · assets $23.4M

Also known as
WELFARE PLAN
EIN
72-0457387
Address
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
NTEE code
Y43
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
November 1955 (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 HEALTH, DENTAL, VISION AND DEATH BENEFITS TO 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 21 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

21 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
Shawn M Martinez TRUSTEE2019-2024 2 $0 reported 4
Ernest Cortez TRUSTEE2022-2024 2 $0 reported 5
Rodney Wallis CHAIRMAN2023-2024 2 $0 reported 5
Kevin Frischhertz SECRETARY2010-2024 2 $0 reported 5
Michael H Ellis TRUSTEE2024 2 $0 reported 2
Michael L Polit TRUSTEE2024 2 $0 reported 2
William C Ellis Iii (former) TRUSTEE2010-2023 2 $0 reported 4
Paul Zulli (former) TRUSTEE2014-2022 2 $0 reported 6
Brian Torzewski (former) TRUSTEE2017-2022 2 $0 reported 4
Earnest Cortez (former) TRUSTEE2015-2021 2 $0 reported 1
Timothy Moran (former) TRUSTEE2011-2018 2 $0 reported 6
Tom Geller (former) TRUSTEE2015-2018 2 $0 reported 3
Kevin Friischhertz (former) TRUSTEE2018 2 $0 reported 1
Chad Lauga (former) TRUSTEE2014-2016 2 $0 reported 6
Jason Schumm (former) TRUSTEE2014 2 $0 reported 4
Chet Held (former) TRUSTEE2011-2013 2 $0 reported 6
William Clark Daviss Jr (former) TRUSTEE2010-2013 2 $0 reported 1
Clay J Leon Iii (former) TRUSTEE2010-2013 2 $0 reported 3
Tomothy F Moran (former) TRUSTEE2012 2 $0 reported 1
Robert F Hammond Iii (former) CHAIRMAN2010 2 $0 reported 2
Joseph W Foster Sr (former) TRUSTEE2010 2 $0 reported 2

People by year

2024 · 6 people listed · none paid · 4 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERNEST CORTEZ TRUSTEE2 $0$0$0 $05
MICHAEL H ELLIS TRUSTEE2 $0$0$0 $02
KEVIN FRISCHHERTZ SECRETARY2 $0$0$0 $05
SHAWN M MARTINEZ TRUSTEE2 $0$0$0 $04
MICHAEL L POLIT TRUSTEE2 $0$0$0 $02
RODNEY WALLIS CHAIRMAN2 $0$0$0 $05
2023 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERNEST CORTEZ TRUSTEE2 $0$0$0 $05
KEVIN FRISCHHERTZ SECRETARY2 $0$0$0 $05
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
SHAWN MARTINEZ TRUSTEE2 $0$0$0 $04
RODNEY WALLIS CHAIRMAN2 $0$0$0 $05
2022 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
ERNEST CORTEZ TRUSTEE2 $0$0$0 $05
BRIAN TORZEWSKI TRUSTEE2 $0$0$0 $04
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
SHAWN MARTINEZ TRUSTEE2 $0$0$0 $04
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
2021 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
BRIAN TORZEWSKI TRUSTEE2 $0$0$0 $04
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
SHAWN MARTINEZ TRUSTEE2 $0$0$0 $04
2020 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
BRIAN TORZEWSKI TRUSTEE2 $0$0$0 $04
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
SHAWN MARTINEZ TRUSTEE2 $0$0$0 $04
2019 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
BRIAN TORZEWSKI TRUSTEE2 $0$0$0 $04
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
SHAWN MARTINEZ TRUSTEE2 $0$0$0 $04
2018 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
TIMOTHY MORAN TRUSTEE2 $0$0$0 $06
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
BRIAN TORZEWSKI TRUSTEE2 $0$0$0 $04
TOM GELLER TRUSTEE2 $0$0$0 $03
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
KEVIN FRIISCHHERTZ TRUSTEE2 $0$0$0 $01
2017 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
TIMOTHY MORAN TRUSTEE2 $0$0$0 $06
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
BRIAN TORZEWSKI TRUSTEE2 $0$0$0 $04
TOM GELLER TRUSTEE2 $0$0$0 $03
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
2016 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
TIMOTHY MORAN TRUSTEE2 $0$0$0 $06
CHAD LAUGA TRUSTEE2 $0$0$0 $06
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
TOM GELLER TRUSTEE2 $0$0$0 $03
2015 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
TIMOTHY MORAN TRUSTEE2 $0$0$0 $06
CHAD LAUGA TRUSTEE2 $0$0$0 $06
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
EARNEST CORTEZ TRUSTEE2 $0$0$0 $01
TOM GELLER TRUSTEE2 $0$0$0 $03
2014 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL ZULLI TRUSTEE2 $0$0$0 $06
TIMOTHY MORAN TRUSTEE2 $0$0$0 $06
CHAD LAUGA TRUSTEE2 $0$0$0 $06
JASON SCHUMM TRUSTEE2 $0$0$0 $04
WILLIAM ELLIS III TRUSTEE2 $0$0$0 $04
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
2013 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHET HELD TRUSTEE2 $0$0$0 $06
WILLIAM CLARK DAVISS JR TRUSTEE2 $0$0$0 $01
TIMOTHY F MORAN TRUSTEE2 $0$0$0 $06
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
CLAY J LEON III TRUSTEE2 $0$0$0 $03
2012 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHET HELD TRUSTEE2 $0$0$0 $06
WILLIAM CLARK DAVISS JR TRUSTEE2 $0$0$0 $01
WILLIAM C ELLIS III TRUSTEE2 $0$0$0 $04
TOMOTHY F MORAN TRUSTEE2 $0$0$0 $01
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
CLAY J LEON III TRUSTEE2 $0$0$0 $03
2011 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHET R HELD TRUSTEE2 $0$0$0 $06
WILLIAM CLARK DAVISS JR TRUSTEE2 $0$0$0 $01
WILLIAM C ELLIS III SECRETARY2 $0$0$0 $04
TIMOTHY F MORAN TRUSTEE2 $0$0$0 $06
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
CLAY J LEON III CHAIRMAN2 $0$0$0 $03
2010 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT F HAMMOND III CHAIRMAN2 $0$0$0 $02
WILLIAM CLARK DAVISS JR SECRETARY2 $0$0$0 $01
WILLIAM C ELLIS III TRUSTEE2 $0$0$0 $04
JOSEPH W FOSTER SR TRUSTEE2 $0$0$0 $02
KEVIN FRISCHHERTZ TRUSTEE2 $0$0$0 $05
CLAY J LEON III TRUSTEE2 $0$0$0 $03

Highest-paid independent contractors

2024 · 2 contractors · $564K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TN$323,700
UNITED HEALTHCAREMINNEAPOLIS, MN$240,129
2023 · 2 contractors · $550K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TN$310,170
UNITED HEALTHCAREMINNEAPOLIS, MN$240,280
2011 · 2 contractors · $536K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$304,279
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATION$232,150
2010 · 2 contractors · $478K
NameLocationServicePaid
CIGNACHATTANOOGA, TNPPO$245,920
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATION$232,150

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 ↗
$9,794,488$8,268,995 $23,383,930$23,301,026 $0$8,120,554 -4-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$9,246,080$6,890,276 $21,884,359$21,775,533 $0$7,491,904 -0-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$7,746,775$6,121,454 $19,497,692$19,419,729 $0$7,569,357 $00-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$7,735,713$5,462,940 $19,700,145$19,637,624 $0$6,935,283 $00-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$7,591,723$5,957,614 $17,404,130$17,364,851 $0$6,236,350 $00-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$9,935,360$7,227,082 $15,784,140$15,730,742 $0$8,615,167 $00-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$8,556,272$7,292,396 $13,081,268$13,022,464 $0$8,543,710 $00-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$8,302,677$7,229,370 $11,826,918$11,758,588 $0$7,751,571 $00-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$7,145,111$8,244,763 $10,807,418$10,685,281 $0$6,712,569 $00-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$7,562,458$8,769,581 $11,907,780$11,784,933 $0$7,459,198 $00-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$8,849,932$7,840,447 $13,231,550$12,992,056 $0$8,321,856 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$7,581,228$7,210,965 $12,225,830$11,982,571 $0$7,018,386 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$7,525,913$8,020,033 $11,740,639$11,612,308 $0$6,837,122 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$7,112,312$8,487,751 $12,187,057$7,915,299 $0$6,569,921 -0-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$6,774,690$5,893,524 $12,280,646$9,290,738 $0$5,827,195 -0-

Connected to

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

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SOUTHWEST LABORERS HEALTH AND WELFARE PLANTNY43 $16,813,167$12,274,136 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
SHEET METAL WORKERS HEALTH PLANTNY43 $5,749,274$3,625,546 TRUSTEE$566,302 Same NTEE code Y43, revenue within 2x, same state, similar mission
ALABAMA BANKERS ASSOCIATION HEALTH BENEFIT TRTNY43 $6,985,638$6,978,098 DIRECTOR$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
PHILLIPS & JORDAN VEBA TRTNY43 $13,074,501$13,943,423 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
UNUMPROVIDENT DISABILITY PLAN TRTNY43 $9,447,975$9,198,785 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
UAW LOCAL 2326 HEALTH & WELFARE FUNDNJY43 $15,537,323$19,627,367 EMPLOYER TRUSTEE$20,000 Same NTEE code Y43, revenue within 2x, similar mission
RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUNDCAY43 $9,069,744$9,027,650 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, similar mission
NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUNDMNY43 $15,044,616$13,264,428 TRUSTEE$439,255 Same NTEE code Y43, revenue within 2x, similar mission
SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUSTCAY43 $10,108,276$9,516,454 TRUSTEE$1,134 Same NTEE code Y43, revenue within 2x, similar mission
PLUMBERS LOCAL 210 HEALTH AND WELFARE FUNDINY43 $6,549,064$5,621,492 TRUSTEE$220,434 Same NTEE code Y43, revenue within 2x, similar mission
AREA TEAMSTERS INSURANCE BENEFIT PLILY43 $5,685,972$5,030,485 TRUSTEE$179,081 Same NTEE code Y43, revenue within 2x, similar mission
LOCAL 94 IBEW HEALTH AND WELFARE FUNDNJY43 $14,585,945$15,806,809 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
USW YOKOHAMA TIRE RETIREES HEALTH AND WELFARE TRUSTPAY43 $7,543,147$3,949,683 INSTITUTIONAL TRUSTEE$7,500 Same NTEE code Y43, revenue within 2x, similar mission
UA LOCAL NO 159 HEALTH AND WELFARE PLANCAY43 $6,655,332$6,447,941 trustee - CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar name
KENTUCKY PRIMARY CARE ASSOCIATION HEALTH AND BENEFITS TRKYY43 $12,305,809$12,269,350 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUNDAZY43 $10,211,124$10,349,242 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, similar mission
TRUST AGREEMENT OF THE RETIREE MEDICAL PLAN OF THE PLUMBERSILY43 $17,618,368$20,940,109 LABOR TRUSTEE$462,248 Same NTEE code Y43, revenue within 2x, similar mission
IBEW LOCAL NO 456 SUPPLEMENTAL WELFARE FUNDNJY43 $11,465,511$7,956,571 TRUSTEE$390,375 Same NTEE code Y43, revenue within 2x, similar mission
AMALGAMATED TRANSIT WORKERS LOCAL 854 HEALTH BENEFIT FUNDNYY43 $6,560,605$6,532,851 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANSCAY43 $19,067,603$16,890,137 Chair - TERM. 9/2024$0 Same NTEE code Y43, revenue within 2x, similar mission
IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUNDNJY43 $14,198,225$14,866,891 Trustee$475,380 Same NTEE code Y43, revenue within 2x, similar mission
UGSOA HEALTH AND WELFARE TRUST FUNDMAY43 $11,847,137$12,236,451 Chairman$0 Same NTEE code Y43, revenue within 2x, similar mission
OPERATING ENGINEERS LOCAL 112 HEALTH AND WELFARE TRUSTINY43 $10,289,232$10,424,875 MANAGING TRUSTEE$271,840 Same NTEE code Y43, revenue within 2x, similar mission
UA LOCAL 716 HEALTH & WELFARE FUNDNYY43 $4,979,712$5,670,637 TRUSTEE$90,854 Same NTEE code Y43, revenue within 2x, similar mission
ALABAMA PHARMACY ASSOCIATION HEALTH AND WELFARE PLANALY43 $9,309,363$8,805,179 DIRECTOR$0 Same NTEE code Y43, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHNS HOPKINS UNIVERSITY DAF sponsor$174,3125 12015–2020 OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $8,268,995 spent · pay $57,419 · grants $0 · events $5,570
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,334,690--- 88.7%
Fees: management $288,000--- 3.5%
Fees: other services $281,672--- 3.4%
Insurance $84,142--- 1.0%
Fees: investment management $54,557--- 0.7%
Fees: legal $46,919--- 0.6%
Other salaries and wages $40,816--- 0.5%
Office expenses $34,513--- 0.4%
Fees: accounting $21,175--- 0.3%
Other (as described)PRICE ESTIMATOR TOOL FEE $16,898--- 0.2%
All other expenses $16,863--- 0.2%
Other employee benefits $11,841--- 0.1%
Other (as described)FIDUCIARY LIABILITY INSUR $9,863--- 0.1%
Occupancy $6,442--- 0.1%
Other (as described)EMPLOYEE ASSISTANCE PROGR $5,584--- 0.1%
Conferences, conventions and meetings $5,570--- 0.1%
Payroll taxes $4,762--- 0.1%
Other (as described)PCORI FEES $4,688--- 0.1%
Total$8,268,995100%

View the filing

2023 · Form 990 · $6,890,276 spent · pay $54,076 · grants $0 · events $14,214
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,020,536--- 87.4%
Fees: other services $283,065--- 4.1%
Fees: management $274,470--- 4.0%
Insurance $73,663--- 1.1%
Fees: investment management $50,151--- 0.7%
Other salaries and wages $39,347--- 0.6%
Fees: legal $37,800--- 0.5%
Fees: accounting $20,456--- 0.3%
Office expenses $14,853--- 0.2%
Conferences, conventions and meetings $14,214--- 0.2%
Other employee benefits $11,589--- 0.2%
All other expenses $11,058--- 0.2%
Other (as described)PRICE ESTIMATOR TOOL FEE $10,892--- 0.2%
Other (as described)FIDUCIARY LIABILITY INSUR $9,863--- 0.1%
Occupancy $6,442--- 0.1%
Other (as described)BANK CHARGES $4,423--- 0.1%
Other (as described)PCORI FEES $4,314--- 0.1%
Payroll taxes $3,140--- 0.0%
Total$6,890,276100%

View the filing

2022 · Form 990 · $6,121,454 spent · pay $0 · grants $0 · events $8,222
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,315,198--- 86.8%
Other (as described)ADMINISTRATION $469,870--- 7.7%
Insurance $81,677--- 1.3%
Office expenses $76,582--- 1.3%
Fees: other services $57,448--- 0.9%
Fees: investment management $44,606--- 0.7%
Fees: legal $43,142--- 0.7%
Fees: accounting $17,050--- 0.3%
Conferences, conventions and meetings $8,222--- 0.1%
Other (as described)PCORI FEES $3,914--- 0.1%
Information technology $2,480--- 0.0%
Other (as described)MEMBERSHIP DUES $1,265--- 0.0%
Total$6,121,454100%

View the filing

2021 · Form 990 · $5,462,940 spent · pay $0 · grants $0 · events $3,387
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,941,925$4,941,925-- 90.5%
Other (as described)ADMINISTRATIVE FEES $262,890-$262,890- 4.8%
Fees: legal $56,297-$56,297- 1.0%
Fees: investment management $45,678-$45,678- 0.8%
Other (as described)SALARY REIMBURSEMENTS $37,947-$37,947- 0.7%
Other (as described)CONSULTING FEES $34,992-$34,992- 0.6%
All other expenses $27,120-$27,120- 0.5%
Fees: accounting $19,000-$19,000- 0.3%
Insurance $14,070-$14,070- 0.3%
Office expenses $7,009-$7,009- 0.1%
Other (as described)ACTUARIAL FEES $6,370-$6,370- 0.1%
Occupancy $6,255-$6,255- 0.1%
Conferences, conventions and meetings $3,387-$3,387- 0.1%
Total$5,462,940100%

View the filing

2020 · Form 990 · $5,957,614 spent · pay $0 · grants $0 · events $2,555
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,483,937$5,483,937-- 92.0%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 4.2%
Fees: investment management $41,976-$41,976- 0.7%
Other (as described)SALARY REIMBURSEMENT $37,919-$37,919- 0.6%
Other (as described)CONSULTING FEES $34,000-$34,000- 0.6%
Fees: legal $31,897-$31,897- 0.5%
All other expenses $25,491-$25,491- 0.4%
Fees: accounting $15,000-$15,000- 0.3%
Insurance $14,166-$14,166- 0.2%
Office expenses $9,734-$9,734- 0.2%
Other (as described)ACTUARIAL FEES $6,370-$6,370- 0.1%
Occupancy $6,169-$6,169- 0.1%
Conferences, conventions and meetings $2,555-$2,555- 0.0%
Total$5,957,614100%

View the filing

2019 · Form 990 · $7,227,082 spent · pay $0 · grants $0 · events $10,644
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,721,714$6,721,714-- 93.0%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 3.4%
Fees: legal $44,032-$44,032- 0.6%
Other (as described)SALARY REIMBURSEMENT $37,127-$37,127- 0.5%
Fees: investment management $35,059-$35,059- 0.5%
Other (as described)CONSULTING FEES $34,000-$34,000- 0.5%
All other expenses $25,556-$25,556- 0.4%
Fees: accounting $20,775-$20,775- 0.3%
Office expenses $20,332-$20,332- 0.3%
Insurance $14,910-$14,910- 0.2%
Conferences, conventions and meetings $10,644-$10,644- 0.1%
Other (as described)ACTUARIAL FEES $8,450-$8,450- 0.1%
Occupancy $6,083-$6,083- 0.1%
Total$7,227,082100%

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2018 · Form 990 · $7,292,396 spent · pay $0 · grants $0 · events $13,032
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,788,523$6,788,523-- 93.1%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 3.4%
Fees: legal $43,325-$43,325- 0.6%
All other expenses $41,738-$41,738- 0.6%
Other (as described)SALARY REIMBURSEMENT $38,261-$38,261- 0.5%
Other (as described)CONSULTING FEES $34,000-$34,000- 0.5%
Fees: investment management $29,909-$29,909- 0.4%
Fees: accounting $18,100-$18,100- 0.2%
Insurance $14,574-$14,574- 0.2%
Conferences, conventions and meetings $13,032-$13,032- 0.2%
Office expenses $11,301-$11,301- 0.2%
Other (as described)ACTUARIAL FEES $8,450-$8,450- 0.1%
Information technology $2,783-$2,783- 0.0%
Total$7,292,396100%

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2017 · Form 990 · $7,229,370 spent · pay $0 · grants $0 · events $18,062
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,707,004$6,707,004-- 92.8%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 3.4%
Fees: legal $57,339-$57,339- 0.8%
Other (as described)CONSULTING FEES $49,586-$49,586- 0.7%
Other (as described)SALARY REIMBURSEMENTS $34,551-$34,551- 0.5%
All other expenses $31,543-$31,543- 0.4%
Fees: investment management $27,597-$27,597- 0.4%
Conferences, conventions and meetings $18,062-$18,062- 0.2%
Fees: accounting $15,750-$15,750- 0.2%
Insurance $15,090-$15,090- 0.2%
Office expenses $11,152-$11,152- 0.2%
Other (as described)BANK SERVICE CHARGES $7,653-$7,653- 0.1%
Occupancy $5,643-$5,643- 0.1%
Total$7,229,370100%

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2016 · Form 990 · $8,244,763 spent · pay $0 · grants $0 · events $11,582
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,694,175$7,694,175-- 93.3%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 3.0%
Fees: legal $68,092-$68,092- 0.8%
Other (as described)CONSULTING FEES $64,184-$64,184- 0.8%
Other (as described)SALARY REIMBURSEMENTS $34,294-$34,294- 0.4%
Fees: investment management $31,594-$31,594- 0.4%
All other expenses $30,295-$30,295- 0.4%
Fees: accounting $19,275-$19,275- 0.2%
Insurance $16,782-$16,782- 0.2%
Office expenses $12,714-$12,714- 0.2%
Conferences, conventions and meetings $11,582-$11,582- 0.1%
Other (as described)BANK SERVICE CHARGES $8,163-$8,163- 0.1%
Occupancy $5,213-$5,213- 0.1%
Total$8,244,763100%

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2015 · Form 990 · $8,769,581 spent · pay $0 · grants $0 · events $4,142
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,231,236$8,231,236-- 93.9%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 2.8%
Other (as described)CONSULTING FEES $60,176-$60,176- 0.7%
Fees: legal $55,522-$55,522- 0.6%
Other (as described)SALARY REIMBURSEMENTS $35,510-$35,510- 0.4%
Fees: investment management $34,450-$34,450- 0.4%
All other expenses $27,864-$27,864- 0.3%
Fees: accounting $21,700-$21,700- 0.2%
Office expenses $20,505-$20,505- 0.2%
Insurance $16,156-$16,156- 0.2%
Other (as described)BANK SERVICE CHARGES $8,707-$8,707- 0.1%
Occupancy $5,213-$5,213- 0.1%
Conferences, conventions and meetings $4,142-$4,142- 0.0%
Total$8,769,581100%

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2014 · Form 990 · $7,840,447 spent · pay $0 · grants $0 · events $4,196
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,298,179$7,298,179-- 93.1%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 3.2%
Other (as described)CONSULTING FEES $69,035-$69,035- 0.9%
Fees: legal $61,510-$61,510- 0.8%
Other (as described)SALARY REIMBURSEMENTS $33,922-$33,922- 0.4%
Fees: investment management $33,220-$33,220- 0.4%
All other expenses $28,141-$28,141- 0.4%
Fees: accounting $17,500-$17,500- 0.2%
Insurance $17,285-$17,285- 0.2%
Office expenses $14,252-$14,252- 0.2%
Other (as described)BANK SERVICE CHARGES $9,594-$9,594- 0.1%
Occupancy $5,213-$5,213- 0.1%
Conferences, conventions and meetings $4,196-$4,196- 0.1%
Total$7,840,447100%

View the filing

2013 · Form 990 · $7,210,965 spent · pay $0 · grants $0 · events $9,422
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,605,177$6,605,177-- 91.6%
Other (as described)ADMINISTRATIVE FEES $248,400-$248,400- 3.4%
Other (as described)CONSULTING FEES $94,463-$94,463- 1.3%
Fees: legal $86,444-$86,444- 1.2%
All other expenses $38,829-$38,829- 0.5%
Other (as described)SALARY REIMBURSEMENTS $36,139-$36,139- 0.5%
Fees: investment management $32,271-$32,271- 0.4%
Fees: accounting $18,750-$18,750- 0.3%
Insurance $18,698-$18,698- 0.3%
Other (as described)PRINTING MAILING $14,520-$14,520- 0.2%
Conferences, conventions and meetings $9,422-$9,422- 0.1%
Occupancy $5,729-$5,729- 0.1%
Office expenses $2,123-$2,123- 0.0%
Total$7,210,965100%

View the filing

2012 · Form 990 · $8,020,033 spent · pay $0 · grants $0 · events $14,527
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,538,281$7,538,281-- 94.0%
Other (as described)ADMINISTRATIVE FEES $230,850-$230,850- 2.9%
Fees: legal $45,057-$45,057- 0.6%
All other expenses $43,792-$43,792- 0.5%
Other (as described)CONSULTING FEES $37,149-$37,149- 0.5%
Fees: investment management $35,578-$35,578- 0.4%
Other (as described)SALARY REIMBURSEMENTS $29,597-$29,597- 0.4%
Fees: accounting $16,500-$16,500- 0.2%
Conferences, conventions and meetings $14,527-$14,527- 0.2%
Insurance $13,314-$13,314- 0.2%
Other (as described)PRINTING MAILING $9,476-$9,476- 0.1%
Occupancy $4,358-$4,358- 0.1%
Office expenses $1,554-$1,554- 0.0%
Total$8,020,033100%

View the filing

2011 · Form 990 · $8,487,751 spent · pay $0 · grants $0 · events $7,323
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,704,357--- 90.8%
Fees: other services $372,008--- 4.4%
Fees: management $225,000--- 2.7%
Fees: legal $45,138--- 0.5%
Fees: investment management $33,986--- 0.4%
Other (as described)SALARY REIMBURSEMENTS $30,572--- 0.4%
Fees: accounting $18,775--- 0.2%
Other (as described)INSURANCE $11,404--- 0.1%
Other (as described)EMPLOYEE BENEFIT REIMBURS $11,366--- 0.1%
Other (as described)BANK CHARGES $9,283--- 0.1%
Office expenses $9,199--- 0.1%
Conferences, conventions and meetings $7,323--- 0.1%
All other expenses $4,969--- 0.1%
Occupancy $4,263--- 0.1%
Depreciation and depletion $108--- 0.0%
Total$8,487,751100%

View the filing

2010 · Form 990 · $5,893,524 spent · pay $0 · grants $0 · events $6,854
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,133,858--- 87.1%
Fees: other services $327,381--- 5.6%
Fees: management $225,000--- 3.8%
Fees: legal $71,432--- 1.2%
Fees: investment management $32,722--- 0.6%
Other (as described)SALARY REIMBURSEMENTS $29,759--- 0.5%
Fees: accounting $19,525--- 0.3%
Other (as described)EMPLOYEE BENEFIT REIMBURS $10,955--- 0.2%
Other (as described)INSURANCE $10,782--- 0.2%
Other (as described)BANK CHARGES $8,754--- 0.1%
Office expenses $8,385--- 0.1%
Conferences, conventions and meetings $6,854--- 0.1%
Occupancy $4,284--- 0.1%
Other (as described)PAYROLL TAX REIMBURSEMENT $2,338--- 0.0%
All other expenses $1,387--- 0.0%
Depreciation and depletion $108--- 0.0%
Total$5,893,524100%

View the filing

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