ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/rocky-mountain-ufcw-unions-and-employers-health-benefit-fund-846044454. Retrieved 2026-11-10.
APA furp.org. (n.d.). ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 10, 2026, from https://furp.org/org/rocky-mountain-ufcw-unions-and-employers-health-benefit-fund-846044454
MLA “ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND.” furp.org, tax years 2009–2024, https://furp.org/org/rocky-mountain-ufcw-unions-and-employers-health-benefit-fund-846044454. Accessed 10 Nov. 2026.
Retrieved 2026-11-10; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $141.3M · expenses $138.6M · assets $55.7M
- Also known as
- HEALTH BENEFIT FUND
- EIN
- 84-6044454
- Address
- 5511 W 56TH AVE UNIT 250, ARVADA, CO 80002-2815
- NTEE code
- Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.85; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- April 1966 (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 BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF ROCKY MOUNTAIN UFCW & EMPLOYERS HEALTH BENEFIT PLAN.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
12 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 |
|---|---|---|---|---|---|
| Kim Cordova | TRUSTEE | 2009-2024 | $258,392 | $2,954,049 | 3 |
| Martin Garcia | TRUSTEE | 2017-2024 | $195,814 | $1,416,189 | 2 |
| Adriana Escobar | TRUSTEE - PAST | 2019-2024 | $126,595 | $895,290 | 3 |
| Christine Arellano | TRUSTEE | 2022-2024 | $209,136 | $573,539 | 2 |
| Ramon Zuniga | TRUSTEE - NEW | 2024 | $200,715 | $200,715 | 3 |
| Kevin Schneider (former) | TRUSTEE - PAST | 2009-2022 | $193,215 | $2,094,052 | 3 |
| Nathaniel Bernstein (former) | TRUSTEE - PAST | 2014-2018 | $174,574 | $842,759 | 2 |
| Leah Dowodzenka (former) | TRUSTEE - PAST | 2020-2022 | $136,480 | $402,617 | 1 |
| Nathan Bernstein (former) | TRUSTEE | 2012-2013 | $156,904 | $305,920 | 2 |
| Dale Lee (former) | TRUSTEE - PAST | 2019 | $177,672 | $177,672 | 2 |
| Dale Lee - New (former) | TRUSTEE - NEW | 2018 | $174,574 | $174,574 | 1 |
| Nate Bernstein (former) | TRUSTEE | 2011 | $142,263 | $142,263 | 1 |
Officers and directors, no compensation reported
16 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 |
|---|---|---|---|---|---|
| Brent Bohn | TRUSTEE | 2023-2024 | 1 | $0 reported | 20 |
| Leroy Westmoreland | TRUSTEE - PAST | 2017-2024 | 1 | $0 reported | 6 |
| Sean Hammond | TRUSTEE - PAST | 2019-2024 | 1 | $0 reported | 10 |
| Ian Adams | TRUSTEE - NEW | 2024 | 1 | $0 reported | 5 |
| Henry B Taylor | TRUSTEE - NEW | 2024 | 1 | $0 reported | 1 |
| Andy Lukes (former) | TRUSTEE - PAST | 2020-2023 | 1 | $0 reported | 4 |
| Bob Mclauchlin (former) | TRUSTEE - PAST | 2017-2022 | 1 | $0 reported | 3 |
| Danny Ma (former) | TRUSTEE - PAST | 2009-2020 | 1 | $0 reported | 5 |
| Steve Dicroce (former) | TRUSTEE - PAST | 2009-2019 | 1 | $0 reported | 1 |
| Bryan Smith (former) | TRUSTEE - PAST | 2013-2017 | 1 | $0 reported | 1 |
| Bryan Smith - New (former) | TRUSTEE | 2012 | 1 | $0 reported | 1 |
| James Morgan (former) | TRUSTEE - PAST | 2009-2012 | 1 | $0 reported | 1 |
| Steve Pardee (former) | TRUSTEE - PAST | 2009-2011 | 1 | $0 reported | 1 |
| CRISanta duran (former) | TRUSTEE - PAST | 2009 | 1 | $0 reported | 1 |
| Ernest Duran Jr (former) | TRUSTEE - PAST | 2009 | 1 | $0 reported | 1 |
| Ernest Duran Iii (former) | TRUSTEE - PAST | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 10 people listed · 5 paid, $991K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $244,185 | $14,207 | $258,392 | 3 |
| CHRISTINE ARELLANO | TRUSTEE | 1 | $0 | $196,743 | $12,393 | $209,136 | 2 |
| RAMON ZUNIGA | TRUSTEE - NEW | 1 | $0 | $188,322 | $12,393 | $200,715 | 3 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $183,421 | $12,393 | $195,814 | 2 |
| ADRIANA ESCOBAR | TRUSTEE - PAST | 1 | $0 | $122,603 | $3,992 | $126,595 | 3 |
| LEROY WESTMORELAND | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 6 |
| SEAN HAMMOND | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 10 |
| BRENT BOHN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 20 |
| IAN ADAMS | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 5 |
| HENRY B TAYLOR | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 8 people listed · 4 paid, $811K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $222,852 | $14,079 | $236,931 | 3 |
| ADRIANA ESCOBAR | TRUSTEE | 1 | $0 | $187,680 | $12,265 | $199,945 | 3 |
| CHRISTINE ARELLANO | TRUSTEE | 1 | $0 | $180,287 | $12,265 | $192,552 | 2 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $168,874 | $12,265 | $181,139 | 2 |
| LEROY WESTMORELAND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| SEAN HAMMOND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ANDY LUKES | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 4 |
| BRENT BOHN | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 20 |
2022 · 10 people listed · 6 paid, $1.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $214,245 | $15,963 | $230,208 | 3 |
| ADRIANA ESCOBAR | TRUSTEE - NEW | 1 | $0 | $185,595 | $14,248 | $199,843 | 3 |
| KEVIN SCHNEIDER | TRUSTEE - PAST | 1 | $0 | $184,898 | $8,317 | $193,215 | 3 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $168,874 | $14,248 | $183,122 | 2 |
| CHRISTINE ARELLANO | TRUSTEE - NEW | 1 | $0 | $157,712 | $14,139 | $171,851 | 2 |
| LEAH DOWODZENKA | TRUSTEE - PAST | 1 | $0 | $122,251 | $14,229 | $136,480 | 1 |
| BOB MCLAUCHLIN | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
| LEROY WESTMORELAND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| SEAN HAMMOND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ANDY LUKES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2021 · 8 people listed · 4 paid, $756K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $215,932 | $15,413 | $231,345 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $191,217 | $13,653 | $204,870 | 3 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $170,773 | $13,755 | $184,528 | 2 |
| LEAH DOWODZENKA | TRUSTEE | 1 | $0 | $121,649 | $13,627 | $135,276 | 1 |
| BOB MCLAUCHLIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| LEROY WESTMORELAND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| SEAN HAMMOND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ANDY LUKES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2020 · 10 people listed · 5 paid, $903K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $203,134 | $14,429 | $217,563 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $179,853 | $12,879 | $192,732 | 3 |
| ADRIANA ESCOBAR | TRUSTEE - PAST | 1 | $0 | $175,669 | $12,879 | $188,548 | 3 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $160,730 | $12,819 | $173,549 | 2 |
| LEAH DOWODZENKA | TRUSTEE - NEW | 1 | $0 | $117,982 | $12,879 | $130,861 | 1 |
| BOB MCLAUCHLIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DANNY MA | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 5 |
| LEROY WESTMORELAND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| SEAN HAMMOND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ANDY LUKES | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 4 |
2019 · 10 people listed · 5 paid, $929K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $202,671 | $12,485 | $215,156 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $173,537 | $11,076 | $184,613 | 3 |
| ADRIANA ESCOBAR | TRUSTEE - NEW | 1 | $0 | $169,493 | $10,866 | $180,359 | 3 |
| DALE LEE | TRUSTEE - PAST | 1 | $0 | $166,596 | $11,076 | $177,672 | 2 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $160,416 | $11,076 | $171,492 | 2 |
| STEVE DICROCE | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB MCLAUCHLIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| LEROY WESTMORELAND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| SEAN HAMMOND | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 10 |
2018 · 9 people listed · 5 paid, $899K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $192,782 | $12,090 | $204,872 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $170,654 | $10,736 | $181,390 | 3 |
| NATHANIEL BERNSTEIN | TRUSTEE - PAST | 1 | $0 | $163,838 | $10,736 | $174,574 | 2 |
| DALE LEE - NEW | TRUSTEE - NEW | 1 | $0 | $163,838 | $10,736 | $174,574 | 1 |
| MARTIN GARCIA | TRUSTEE | 1 | $0 | $153,242 | $10,677 | $163,919 | 2 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB MCLAUCHLIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| LEROY WESTMORELAND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2017 · 9 people listed · 4 paid, $714K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $188,852 | $12,090 | $200,942 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $167,082 | $11,639 | $178,721 | 3 |
| NATHANIEL BERNSTEIN | TRUSTEE | 1 | $0 | $160,375 | $11,639 | $172,014 | 2 |
| MARTIN GARCIA | TRUSTEE - NEW | 1 | $0 | $150,987 | $11,639 | $162,626 | 2 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB MCLAUCHLIN | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 3 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| LEROY WESTMORELAND | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 6 |
| BRYAN SMITH | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 6 people listed · 3 paid, $545K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $186,492 | $12,600 | $199,092 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $162,408 | $12,600 | $175,008 | 3 |
| NATHANIEL BERNSTEIN | TRUSTEE | 1 | $0 | $158,204 | $12,600 | $170,804 | 2 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2015 · 6 people listed · 3 paid, $528K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $176,485 | $12,901 | $189,386 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $160,928 | $12,901 | $173,829 | 3 |
| NATHANIEL BERNSTEIN | TRUSTEE | 1 | $0 | $151,755 | $12,901 | $164,656 | 2 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2014 · 6 people listed · 3 paid, $514K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $173,889 | $12,901 | $186,790 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $153,565 | $12,901 | $166,466 | 3 |
| NATHANIEL BERNSTEIN | TRUSTEE | 1 | $0 | $147,810 | $12,901 | $160,711 | 2 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2013 · 6 people listed · 3 paid, $558K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $228,023 | $12,901 | $240,924 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $147,048 | $12,901 | $159,949 | 3 |
| NATHAN BERNSTEIN | TRUSTEE | 1 | $0 | $144,003 | $12,901 | $156,904 | 2 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2012 · 7 people listed · 3 paid, $471K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $164,059 | $12,844 | $176,903 | 3 |
| NATHAN BERNSTEIN | TRUSTEE | 1 | $0 | $136,172 | $12,844 | $149,016 | 2 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $132,238 | $12,844 | $145,082 | 3 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN SMITH - NEW | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JAMES MORGAN | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 7 people listed · 3 paid, $446K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIM CORDOVA | TRUSTEE | 1 | $0 | $155,864 | $9,681 | $165,545 | 3 |
| NATE BERNSTEIN | TRUSTEE | 1 | $0 | $132,582 | $9,681 | $142,263 | 1 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $128,496 | $9,681 | $138,177 | 3 |
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES V MORGAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVE PARDEE | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE DICROCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES V MORGAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY MA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KIM CORDOVA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| KEVIN SCHNEIDER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVE PARDEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2009 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE dicroce | TRUstee | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES v morgan | TRUstee | 1 | $0 | $0 | $0 | $0 | 1 |
| DANNY ma | TRUstee | 1 | $0 | $0 | $0 | $0 | 5 |
| KIM CORDOVA | trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| KEVIN SCHNEIDER | TRUstee | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVE PARDEE | trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| CRISanta duran | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST DURAN JR | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST DURAN III | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| UMR INC | WAUSAU, WI | MEDICAL BENEFIT ADMINISTRATOR | $2,539,631 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,236,805 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $352,463 |
| HORIZON ACTUARIAL SERVICES LLC | ATLANTA, GA | CONSULTANT | $328,355 |
| DELTA DENTAL | CENTENNIAL, CO | DENTAL BENEFIT ADMINISTRATOR | $289,473 |
2023 · 5 contractors · $5.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| UMR INC | WAUSAU, WI | MEDICAL BENEFIT ADMINISTRATOR | $2,266,362 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,095,535 |
| SPENCER FANE LLP | DENVER, CO | LEGAL SERVICES | $353,303 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $313,654 |
| DELTA DENTAL | CENTENNIAL, CO | DENTAL BENEFIT ADMINISTRATOR | $278,223 |
2022 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,681,429 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $275,080 |
| HORIZON ACTUARIAL SERVICES LLC | ATLANTA, GA | CONSULTING SERVICES | $273,650 |
| THE SEGAL COMPANY INC | CHICAGO, IL | CONSULTING SERVICES | $272,932 |
| SPENCER FANE LLP | DENVER, CO | LEGAL SERVICES | $207,740 |
2021 · 4 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,348,261 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $255,020 |
| THE SEGAL COMPANY INC | CHICAGO, IL | CONSULTING SERVICES | $239,955 |
| SPENCER FANE LLP | DENVER, CO | LEGAL SERVICES | $202,317 |
2020 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,585,573 |
| SPENCER FANE LLP | DENVER, CO | LEGAL SERVICES | $349,565 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $295,039 |
| THE SEGAL COMPANY INC | CHICAGO, IL | CONSULTING SERVICES | $195,183 |
| LEGACY PROFESSIONALS LLP | WESTCHESTER, IL | ACCOUNTING & AUDITING SERVICES | $128,214 |
2019 · 5 contractors · $3.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,404,960 |
| THE SEGAL COMPANY INC | CHICAGO, IL | CONSULTING SERVICES | $399,605 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $351,632 |
| SPENCER FANE LLP | DENVER, CO | LEGAL SERVICES | $188,160 |
| HORIZON ACTUARIAL SERVICES LLC | IRVINE, CA | ACTUARIAL SERVICES | $158,063 |
2018 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,352,045 |
| SPENCER FANE LLP | DENVER, CO | LEGAL SERVICES | $169,851 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $165,539 |
| LEGACY PROFESSIONALS LLP | WESTCHESTER, IL | ACCOUNTING SERVICES | $158,053 |
| THE SEGAL COMPANY INC | CHICAGO, IL | CONSULTING SERVICES | $117,947 |
2017 · 5 contractors · $7.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $4,476,436 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,292,696 |
| DELTA DENTAL | DENVER, CO | DENTAL BENEFIT ADMIN FEES | $313,527 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $254,682 |
| MINES & ASSOCIATES | LITTLETON, CO | MENTAL HEALTH ADMIN FEES | $188,331 |
2016 · 5 contractors · $7.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $4,871,304 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,304,262 |
| DELTA DENTAL | DENVER, CO | DENTAL BENEFIT ADMIN FEES | $311,216 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $197,354 |
| MINES & ASSOCIATES | LITTLETON, CO | MENTAL HEALTH ADMIN FEES | $185,605 |
2015 · 5 contractors · $7.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $4,851,623 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $2,123,175 |
| DELTA DENTAL | DENVER, CO | BENEFIT ADMIN FEES | $317,481 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $277,502 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $235,666 |
2014 · 5 contractors · $7.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $4,912,372 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $1,909,201 |
| DELTA DENTAL | DENVER, CO | BENEFIT ADMIN FEES | $335,691 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $296,747 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $289,495 |
2013 · 5 contractors · $7.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | PPO ACCESS AND ADMIN FEES | $5,254,693 | |
| ZENITH AMERICAN SOLUTIONS | THIRD PARTY ADMINISTRATOR | $1,419,532 | |
| DELTA DENTAL | BENEFIT ADMIN FEES | $343,496 | |
| THE SEGAL COMPANY | ACTUARIAL SERVICES | $343,319 | |
| REINHART BOERNER VAN DEURAN SC | LEGAL SERVICES | $267,911 |
2012 · 5 contractors · $6.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $4,162,533 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $1,421,253 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $453,090 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $324,726 |
| DELTA DENTAL | DENVER, CO | BENEFIT ADMIN FEES | $272,887 |
2011 · 5 contractors · $6.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $3,950,662 |
| ZENITH AMERICAN SOLUTIONS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $1,374,812 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $546,681 |
| DELTA DENTAL | DENVER, CO | BENEFIT ADMIN FEES | $355,384 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $350,636 |
2010 · 5 contractors · $6.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $3,986,429 |
| ZENITH ADMINISTRATORS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $1,198,450 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $451,991 |
| DELTA DENTAL | DENVER, CO | BENEFIT ADMIN FEES | $337,026 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $302,446 |
2009 · 5 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | HARTFORD, CT | PPO ACCESS AND ADMIN FEES | $4,239,185 |
| ZENITH ADMINISTRATORS | ARVADA, CO | THIRD PARTY ADMINISTRATOR | $1,579,298 |
| DELTA DENTAL | DENVER, CO | BENEFIT ADMIN FEES | $333,242 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $300,687 |
| REINHART BOERNER VAN DEURAN SC | MILWAUKEE, WI | LEGAL SERVICES | $281,582 |
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 | ||||||||
| $141,319,494 | $138,627,914 | $55,738,373 | $55,234,670 | $0 | $139,627,109 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $138,064,001 | $126,895,699 | $52,559,351 | $52,083,148 | $0 | $136,754,570 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $131,349,671 | $129,924,346 | $41,712,920 | $41,096,123 | $0 | $130,926,089 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $131,376,126 | $128,090,952 | $40,164,714 | $39,639,658 | $0 | $131,199,729 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $129,468,155 | $131,521,514 | $37,244,117 | $36,703,760 | $0 | $129,009,893 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $123,277,766 | $129,370,973 | $40,352,739 | $38,876,255 | $0 | $122,545,038 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $117,911,186 | $123,002,546 | $45,762,361 | $44,962,282 | $0 | $117,023,707 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $123,210,688 | $119,985,154 | $50,511,678 | $49,942,249 | $0 | $122,823,204 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $121,267,070 | $120,654,435 | $47,684,591 | $46,716,715 | $0 | $121,140,907 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $119,353,534 | $116,881,106 | $46,848,945 | $46,457,935 | $0 | $119,216,193 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $118,631,681 | $117,559,215 | $44,503,097 | $43,994,277 | $0 | $118,605,774 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $122,188,817 | $109,762,483 | $43,553,270 | $42,932,264 | $0 | $122,155,144 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $122,223,732 | $121,651,739 | $30,871,530 | $30,511,700 | $0 | $122,193,821 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $107,522,788 | $114,735,208 | $30,934,447 | $29,943,594 | $0 | $107,382,714 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $75,500,514 | $115,203,613 | $38,237,248 | $37,214,624 | $0 | $74,317,857 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $71,242,775 | $108,362,275 | $83,430,284 | $77,371,120 | $0 | $68,925,774 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION Wheat Ridge, CO · 5 people in common (Adriana Escobar, Christine Arellano, Kim Cordova)
- UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND Cypress, CA · 3 people in common (Brent Bohn, Ian Adams, Leroy Westmoreland)
- UNITED FOOD & COMMERCIAL WORKERS & EMP DESERT STATES HEALTH & WELFARE Phoenix, AZ · 3 people in common (Brent Bohn, Ian Adams, Leroy Westmoreland)
- UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION Wheat Ridge, CO · 3 people in common (Adriana Escobar, Kim Cordova, Ramon Zuniga)
- SOUND HEALTH & WELLNESS TRUST Bothell, WA · 2 people in common (Brent Bohn, Sean Hammond)
- OREGON TEAMSTER EMPLOYERS TRUST Portland, OR · 2 people in common (Brent Bohn, Sean Hammond)
- TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND West Covina, CA · 2 people in common (Brent Bohn, Leroy Westmoreland)
- UFCW LOCAL 555 EMPLOYERS HEALTH TRUST Tualatin, OR · 2 people in common (Brent Bohn, Sean Hammond)
- UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND Murray, UT · 2 people in common (Brent Bohn, Ian Adams)
- RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU Spokane, WA · 2 people in common (Brent Bohn, Sean Hammond)
- ALASKA RETAIL CLERKS HEALTH AND WEFARE TRUST Tualatin, OR · 2 people in common (Brent Bohn, Sean Hammond)
- FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS UNION Pasadena, CA · 2 people in common (Brent Bohn, Leroy Westmoreland)
- INTERMOUNTAIN UNITED FOOD & COMMERCIAL Murray, UT · 2 people in common (Brent Bohn, Ian Adams)
- ALLIED EMPLOYERS INC Kirkland, WA · 2 people in common (Brent Bohn, Sean Hammond)
- SOUND WETRAIN TRAINING AND WORKFORCE DEVELOPMENT TR Bothell, WA · 2 people in common (Brent Bohn, Sean Hammond)
- FOOD EMPLOYERS & SERVICE EMPLOYEES Covina, CA · 2 people in common (Brent Bohn, Leroy Westmoreland)
- SOUND HEALTH & WELLNESS RETIREE TRUST Bothell, WA · 2 people in common (Brent Bohn, Sean Hammond)
- TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND Phoenix, AZ · 1 person in common (Brent Bohn)
- MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST Spokane, WA · 1 person in common (Brent Bohn)
- OREGON BAKERS UNION TRUST FUND Portland, OR · 1 person in common (Sean Hammond)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HEALTH & BENEFITS TRUSR FUND IUOE | NY | Y43 | $231,876,603 | $186,045,728 | EXECUTIVE DIR. | $361,473 | Same NTEE code Y43, revenue within 2x, similar mission |
| M M & P HEALTH & BENEFIT FUND | MD | Y43 | $88,381,469 | $85,303,873 | TRUSTEE | $339,313 | Same NTEE code Y43, revenue within 2x, similar mission |
| TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND | IL | Y43 | $89,600,273 | $86,906,170 | TRUSTEE | $452,237 | Same NTEE code Y43, revenue within 2x, similar mission |
| WISCONSIN LABORERS HEALTH FUND | WI | Y43 | $132,335,104 | $131,053,897 | TRUSTEE | $298,279 | Same NTEE code Y43, revenue within 2x, similar mission |
| T I EMPLOYEES HEALTH BENEFITS TRUST | TX | Y43 | $220,833,630 | $222,214,972 | TRUSTEE | $10,706 | Same NTEE code Y43, revenue within 2x, similar mission |
| CSEA EMPLOYEE BENEFIT FUND | NY | Y43 | $174,620,457 | $153,357,861 | EXECUTIVE DIRECTOR | $278,160 | Same NTEE code Y43, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND 478 | CT | Y43 | $81,911,055 | $73,625,631 | NETWORK ADMIN. | $309,252 | Same NTEE code Y43, revenue within 2x, similar mission |
| MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND | MA | Y43 | $208,138,660 | $190,755,832 | EXECUTIVE DIR. | $426,435 | Same NTEE code Y43, revenue within 2x, similar mission |
| PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND | WA | Y43 | $138,058,976 | $142,164,456 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW LOCAL ONE HEALTH CARE FUND | NY | Y43 | $73,394,829 | $61,191,827 | TRUSTEE | $373,746 | Same NTEE code Y43, revenue within 2x, similar mission |
| H&GL WELFARE FUND | NJ | Y43 | $265,452,660 | $243,876,094 | GENERAL MANAGER | $354,567 | Same NTEE code Y43, revenue within 2x, similar mission |
| Amalgamated National Health Fund | NY | Y43 | $149,106,730 | $176,351,302 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| AMALGAMATED NATIONAL HEALTH FUND | NY | Y43 | $204,100,545 | $207,750,922 | TRUSTEE | $280,056 | Same NTEE code Y43, revenue within 2x, similar mission |
| CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND | WA | Y43 | $149,215,716 | $133,172,405 | HEALTH & WELFARE COORDINATOR | $269,809 | Same NTEE code Y43, revenue within 2x, similar mission |
| DAKOTAS & WESTERN MINNESOTA INDUSTRY HEALTH & WELFARE FUND | ND | Y43 | $70,730,366 | $63,646,958 | SECRETARY | $215,551 | Same NTEE code Y43, revenue within 2x, similar mission |
| BOARD OF TRUSTEES EQUITY LEAGUE HEALTH TRUST FUND | NY | Y43 | $74,972,767 | $76,407,226 | EXECUTIVE DIRECTOR | $411,117 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW UNIONS & EMPLOYERS HEALTH & WELFARE | OH | Y43 | $72,813,101 | $78,930,751 | CHAIRMAN | $226,275 | Same NTEE code Y43, revenue within 2x, similar name |
| 1199SEIU Home Health Aide Benefit Fund | NY | Y43 | $76,147,127 | $37,654,772 | CHIEF INVESTMENTS OFFICER | $25,737 | Same NTEE code Y43, revenue within 2x, similar mission |
| HARRISON ELECTRICAL WORKERS TRUST FUND | OR | Y43 | $180,659,378 | $156,535,406 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| EMPIRE STATE CARPENTERS WELFARE FUND | NY | Y43 | $134,602,563 | $102,292,258 | FUND DIRECTOR | $286,978 | Same NTEE code Y43, revenue within 2x, similar mission |
| LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUST | NV | Y43 | $77,316,886 | $79,912,195 | EMPLOYEE | $105,609 | Same NTEE code Y43, revenue within 2x, similar mission |
| IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR | CA | Y43 | $88,304,989 | $76,401,944 | LABOR TRUSTEE | $433,245 | Same NTEE code Y43, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | MA | Y43 | $87,549,733 | $84,125,948 | FUND ADMINISTRATOR | $362,142 | Same NTEE code Y43, revenue within 2x, similar mission |
| 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES | NY | Y43 | $131,486,390 | $157,497,557 | Chief Investments Officer | $62,667 | Same NTEE code Y43, revenue within 2x, similar mission |
| NEW ENGLAND ELECTRICAL WORKERS BENEFIT FUND | CT | Y43 | $106,338,784 | $89,280,236 | UNION TRUSTEE | $324,290 | Same NTEE code Y43, revenue within 2x, similar mission |
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 · $138,627,914 spent · pay $0 · grants $0 · events $30,462
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $131,386,944 | - | - | - | 94.8% | |
| Fees: other services | $4,210,490 | - | - | - | 3.0% | |
| Fees: management | $1,910,927 | - | - | - | 1.4% | |
| Fees: legal | $495,544 | - | - | - | 0.4% | |
| Office expenses | $353,484 | - | - | - | 0.3% | |
| Fees: accounting | $101,765 | - | - | - | 0.1% | |
| Insurance | $69,365 | - | - | - | 0.1% | |
| Fees: investment management | $37,701 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY THE AC | $31,232 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $30,462 | - | - | - | 0.0% | |
| Total | $138,627,914 | 100% |
2023 · Form 990 · $126,895,699 spent · pay $0 · grants $0 · events $52,334
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $119,059,122 | - | - | - | 93.8% | |
| Fees: other services | $4,688,644 | - | - | - | 3.7% | |
| Fees: management | $1,831,680 | - | - | - | 1.4% | |
| Fees: legal | $698,590 | - | - | - | 0.6% | |
| Office expenses | $356,709 | - | - | - | 0.3% | |
| Fees: accounting | $84,852 | - | - | - | 0.1% | |
| Insurance | $70,511 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $52,334 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY THE AC | $29,105 | - | - | - | 0.0% |
| Fees: investment management | $24,152 | - | - | - | 0.0% | |
| Total | $126,895,699 | 100% |
2022 · Form 990 · $129,924,346 spent · pay $0 · grants $0 · events $42,450
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $123,407,842 | - | - | - | 95.0% | |
| Fees: other services | $3,269,931 | - | - | - | 2.5% | |
| Fees: management | $2,035,187 | - | - | - | 1.6% | |
| Fees: legal | $589,709 | - | - | - | 0.5% | |
| Office expenses | $376,034 | - | - | - | 0.3% | |
| Fees: accounting | $80,365 | - | - | - | 0.1% | |
| Insurance | $70,559 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $42,450 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY THE AC | $32,497 | - | - | - | 0.0% |
| Fees: investment management | $19,772 | - | - | - | 0.0% | |
| Total | $129,924,346 | 100% |
2021 · Form 990 · $128,090,952 spent · pay $0 · grants $0 · events $20,639
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $121,298,970 | - | - | - | 94.7% | |
| Fees: other services | $3,673,026 | - | - | - | 2.9% | |
| Fees: management | $2,066,112 | - | - | - | 1.6% | |
| Fees: legal | $473,027 | - | - | - | 0.4% | |
| Office expenses | $352,413 | - | - | - | 0.3% | |
| Fees: accounting | $91,224 | - | - | - | 0.1% | |
| Insurance | $64,211 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY THE AC | $33,439 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $20,639 | - | - | - | 0.0% | |
| Fees: investment management | $17,891 | - | - | - | 0.0% | |
| Total | $128,090,952 | 100% |
2020 · Form 990 · $131,521,514 spent · pay $0 · grants $0 · events $818
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $124,109,788 | - | - | - | 94.4% | |
| Fees: other services | $3,968,491 | - | - | - | 3.0% | |
| Fees: management | $2,079,241 | - | - | - | 1.6% | |
| Fees: legal | $711,455 | - | - | - | 0.5% | |
| Office expenses | $428,961 | - | - | - | 0.3% | |
| Fees: accounting | $105,757 | - | - | - | 0.1% | |
| Insurance | $56,843 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $33,242 | - | - | - | 0.0% |
| Fees: investment management | $26,918 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $818 | - | - | - | 0.0% | |
| Total | $131,521,514 | 100% |
2019 · Form 990 · $129,370,973 spent · pay $0 · grants $0 · events $33,427
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $122,895,383 | - | - | - | 95.0% | |
| Fees: other services | $3,314,212 | - | - | - | 2.6% | |
| Fees: management | $2,091,976 | - | - | - | 1.6% | |
| Fees: legal | $489,882 | - | - | - | 0.4% | |
| Office expenses | $305,167 | - | - | - | 0.2% | |
| Fees: accounting | $131,068 | - | - | - | 0.1% | |
| Insurance | $52,053 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $36,660 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $33,427 | - | - | - | 0.0% | |
| Fees: investment management | $21,145 | - | - | - | 0.0% | |
| Total | $129,370,973 | 100% |
2018 · Form 990 · $123,002,546 spent · pay $0 · grants $0 · events $23,913
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $113,879,571 | - | - | - | 92.6% | |
| Fees: other services | $5,934,170 | - | - | - | 4.8% | |
| Fees: management | $2,148,064 | - | - | - | 1.7% | |
| Fees: legal | $483,365 | - | - | - | 0.4% | |
| Office expenses | $335,438 | - | - | - | 0.3% | |
| Fees: accounting | $88,840 | - | - | - | 0.1% | |
| Insurance | $51,319 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $36,605 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $23,913 | - | - | - | 0.0% | |
| Fees: investment management | $21,261 | - | - | - | 0.0% | |
| Total | $123,002,546 | 100% |
2017 · Form 990 · $119,985,154 spent · pay $0 · grants $0 · events $17,531
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $111,003,225 | - | - | - | 92.5% | |
| Fees: other services | $5,990,526 | - | - | - | 5.0% | |
| Fees: management | $2,015,195 | - | - | - | 1.7% | |
| Fees: legal | $408,800 | - | - | - | 0.3% | |
| Office expenses | $354,261 | - | - | - | 0.3% | |
| Fees: accounting | $109,139 | - | - | - | 0.1% | |
| Insurance | $51,303 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $35,174 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $17,531 | - | - | - | 0.0% | |
| Total | $119,985,154 | 100% |
2016 · Form 990 · $120,654,435 spent · pay $0 · grants $0 · events $23,761
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $111,406,082 | - | - | - | 92.3% | |
| Fees: other services | $6,057,252 | - | - | - | 5.0% | |
| Fees: management | $1,992,576 | - | - | - | 1.7% | |
| Other (as described) | FEES MANDATED BY ACA | $365,325 | - | - | - | 0.3% |
| Fees: legal | $343,974 | - | - | - | 0.3% | |
| Office expenses | $335,175 | - | - | - | 0.3% | |
| Fees: accounting | $79,512 | - | - | - | 0.1% | |
| Insurance | $50,778 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $23,761 | - | - | - | 0.0% | |
| Total | $120,654,435 | 100% |
2015 · Form 990 · $116,881,106 spent · pay $0 · grants $0 · events $15,647
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $107,993,683 | - | - | - | 92.4% | |
| Fees: other services | $5,705,911 | - | - | - | 4.9% | |
| Fees: management | $1,891,788 | - | - | - | 1.6% | |
| Other (as described) | FEES MANDATED BY ACA | $603,194 | - | - | - | 0.5% |
| Fees: legal | $284,310 | - | - | - | 0.2% | |
| Office expenses | $259,279 | - | - | - | 0.2% | |
| Fees: accounting | $79,860 | - | - | - | 0.1% | |
| Insurance | $47,360 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $15,647 | - | - | - | 0.0% | |
| Fees: investment management | $74 | - | - | - | 0.0% | |
| Total | $116,881,106 | 100% |
2014 · Form 990 · $117,559,215 spent · pay $0 · grants $0 · events $22,772
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $107,687,828 | - | - | - | 91.6% | |
| Fees: other services | $6,289,039 | - | - | - | 5.3% | |
| Fees: management | $1,831,826 | - | - | - | 1.6% | |
| Other (as described) | FEES MANDATED BY ACA | $898,702 | - | - | - | 0.8% |
| Fees: legal | $356,076 | - | - | - | 0.3% | |
| Office expenses | $345,378 | - | - | - | 0.3% | |
| Fees: accounting | $80,048 | - | - | - | 0.1% | |
| Insurance | $47,227 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $22,772 | - | - | - | 0.0% | |
| Fees: investment management | $319 | - | - | - | 0.0% | |
| Total | $117,559,215 | 100% |
2013 · Form 990 · $109,762,483 spent · pay $0 · grants $0 · events $24,652
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $101,721,271 | - | - | - | 92.7% | |
| Fees: other services | $5,655,793 | - | - | - | 5.2% | |
| Fees: management | $1,383,840 | - | - | - | 1.3% | |
| Fees: legal | $579,016 | - | - | - | 0.5% | |
| Office expenses | $264,258 | - | - | - | 0.2% | |
| Fees: accounting | $70,788 | - | - | - | 0.1% | |
| Insurance | $47,227 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $24,652 | - | - | - | 0.0% | |
| Fees: investment management | $14,828 | - | - | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES | $810 | - | - | - | 0.0% |
| Total | $109,762,483 | 100% |
2012 · Form 990 · $121,651,739 spent · pay $0 · grants $0 · events $33,511
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $113,897,145 | - | - | - | 93.6% | |
| Fees: other services | $5,424,096 | - | - | - | 4.5% | |
| Fees: management | $1,358,013 | - | - | - | 1.1% | |
| Fees: legal | $597,048 | - | - | - | 0.5% | |
| Office expenses | $194,722 | - | - | - | 0.2% | |
| Fees: accounting | $78,701 | - | - | - | 0.1% | |
| Insurance | $46,833 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $33,511 | - | - | - | 0.0% | |
| Fees: investment management | $19,437 | - | - | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES | $2,233 | - | - | - | 0.0% |
| Total | $121,651,739 | 100% |
2011 · Form 990 · $114,735,208 spent · pay $0 · grants $0 · events $30,866
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $106,777,417 | - | - | - | 93.1% | |
| Fees: management | $4,009,167 | - | - | - | 3.5% | |
| Fees: other services | $2,886,914 | - | - | - | 2.5% | |
| Fees: legal | $644,986 | - | - | - | 0.6% | |
| Office expenses | $246,522 | - | - | - | 0.2% | |
| Fees: accounting | $76,753 | - | - | - | 0.1% | |
| Insurance | $42,177 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $30,866 | - | - | - | 0.0% | |
| Fees: investment management | $19,651 | - | - | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES | $755 | - | - | - | 0.0% |
| Total | $114,735,208 | 100% |
2010 · Form 990 · $115,203,613 spent · pay $0 · grants $0 · events $23,668
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $107,770,238 | - | - | - | 93.5% | |
| Fees: management | $3,847,345 | - | - | - | 3.3% | |
| Fees: other services | $2,679,439 | - | - | - | 2.3% | |
| Fees: legal | $479,925 | - | - | - | 0.4% | |
| Office expenses | $290,871 | - | - | - | 0.3% | |
| Fees: accounting | $64,817 | - | - | - | 0.1% | |
| Insurance | $26,570 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $23,668 | - | - | - | 0.0% | |
| Fees: investment management | $20,000 | - | - | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES | $740 | - | - | - | 0.0% |
| Total | $115,203,613 | 100% |
2009 · Form 990 · $108,362,275 spent · pay $0 · grants $0 · events $3,263
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $101,396,890 | - | - | - | 93.6% | |
| Fees: management | $3,959,479 | - | - | - | 3.7% | |
| Fees: other services | $2,374,772 | - | - | - | 2.2% | |
| Office expenses | $277,830 | - | - | - | 0.3% | |
| Fees: legal | $253,145 | - | - | - | 0.2% | |
| Fees: accounting | $50,102 | - | - | - | 0.0% | |
| Insurance | $25,146 | - | - | - | 0.0% | |
| Fees: investment management | $20,000 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $3,263 | - | - | - | 0.0% | |
| Other (as described) | membership dues | $1,648 | - | - | - | 0.0% |
| Total | $108,362,275 | 100% |
State business registration
- JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA CO, Employee benefit plan sponsor (Form 5500), Filed for plan year 2024
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA | CO | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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