UA LOCAL 716 HEALTH & WELFARE FUND
Cite this
Plain text UA LOCAL 716 HEALTH & WELFARE FUND. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/016010506. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). UA LOCAL 716 HEALTH & WELFARE FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/016010506
MLA “UA LOCAL 716 HEALTH & WELFARE FUND.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/016010506. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $5.0M · expenses $5.7M · assets $3.3M
- Also known as
- WELFARE TRUST FUND
- EIN
- 01-6010506
- Address
- 1040 AVENUE OF THE AMERICAS 24TH FL, NEW YORK, NY 10018-3726
- NTEE code
- Y43
- Subsection
- 501(c)(9)
- Ruling year
- 2000
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
8 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 |
|---|---|---|---|---|---|
| Sirois Anthony | TRUSTEE | 2018-2024 | $90,854 | $573,595 | 1 |
| Napolitano John | TRUSTEE (P) | 2017-2024 | $0 | $366,138 | 1 |
| Michael Wichenbach | TRUSTEE | 2021-2024 | $52,800 | $263,604 | 1 |
| James Perry | TRUSTEE | 2024 | $44,004 | $44,004 | 2 |
| Sirois Gary (former) | TRUSTEE | 2017-2018 | $0 | $51,181 | 1 |
| Mckenna Jennifer (former) | TRUSTEE (P) | 2017-2023 | $3,429 | $3,429 | 1 |
| James Tirrell (former) | Trustee | 2013-2016 | $183 | $1,901 | 1 |
| Lawrence Dempsey (former) | Trustee | 2013-2016 | $0 | $487 | 2 |
Officers and directors, no compensation reported
22 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 |
|---|---|---|---|---|---|
| Beau Libby | TRUSTEE | 2020-2024 | 2 | $0 reported | 4 |
| Chad Ellis | TRUSTEE | 2019-2024 | 2 | $0 reported | 2 |
| Dan Nelson | TRUSTEE | 2022-2024 | 2 | $0 reported | 2 |
| Saino Gary | TRUSTEE (P) | 2019-2024 | 2 | $0 reported | 1 |
| Parrie Williette | TRUSTEE | 2018-2024 | 2 | $0 reported | 1 |
| Eugene Dow Ii | TRUSTEE | 2024 | 2 | $0 reported | 1 |
| Donald Turnbull Jr (former) | TRUSTEE (P) | 2020-2022 | 2 | $0 reported | 1 |
| Christopher Hill Jr (former) | TRUSTEE (P) | 2019-2021 | 2 | $0 reported | 1 |
| Gerry Morin (former) | TRUSTEE (P) | 2019-2021 | 2 | $0 reported | 1 |
| Brousseau Ken (former) | TRUSTEE (P) | 2017-2019 | 2 | $0 reported | 1 |
| Lee John (former) | TRUSTEE (P) | 2017-2018 | 2 | $0 reported | 1 |
| Tirrell James (former) | TRUSTEE (P) | 2017-2018 | 2 | $0 reported | 1 |
| Sainio Gary (former) | TRUSTEE (P) | 2017 | 2 | $0 reported | 1 |
| Gary Sainio (former) | Trustee | 2010-2016 | 2 | $0 reported | 6 |
| John Napolitano (former) | Trustee | 2010-2016 | 2 | $0 reported | 6 |
| Ken Brousseau (former) | Trustee | 2010-2016 | 2 | $0 reported | 2 |
| Micah Cram (former) | Trustee | 2012-2016 | 2 | $0 reported | 2 |
| Mike Goodwin (former) | Trustee | 2012-2016 | 2 | $0 reported | 2 |
| Jon Lee (former) | Trustee | 2010-2016 | 2 | $0 reported | 1 |
| Jenifer McKenna (former) | Trustee | 2015-2016 | 2 | $0 reported | 1 |
| Gerard Morin (former) | Trustee | 2013-2015 | 2 | $0 reported | 3 |
| Eric Knight (former) | Trustee | 2012-2014 | 2 | $0 reported | 2 |
People by year
2024 · 10 people listed · 3 paid, $188K · 189 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $90,854 | $0 | $90,854 | 1 |
| MICHAEL WICHENBACH | TRUSTEE | 2 | $0 | $52,800 | $0 | $52,800 | 1 |
| JAMES PERRY | TRUSTEE | 2 | $0 | $44,004 | $0 | $44,004 | 2 |
| NAPOLITANO JOHN | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| SAINO GARY | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CHAD ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| BEAU LIBBY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DAN NELSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| EUGENE DOW II | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · 3 paid, $175K · 193 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $87,565 | $0 | $87,565 | 1 |
| MICHAEL WICHENBACH | TRUSTEE | 2 | $0 | $83,754 | $0 | $83,754 | 1 |
| MCKENNA JENNIFER | TRUSTEE (P) | 2 | $3,429 | $0 | $0 | $3,429 | 1 |
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SAINO GARY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CHAD ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| BEAU LIBBY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DAN NELSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2022 · 10 people listed · 2 paid, $163K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $83,352 | $0 | $83,352 | 1 |
| MICHAEL WICHENBACH | TRUSTEE | 2 | $0 | $79,728 | $0 | $79,728 | 1 |
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MCKENNA JENNIFER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SAINO GARY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CHAD ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| BEAU LIBBY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DONALD TURNBULL JR | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| DAN NELSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2021 · 11 people listed · 3 paid, $169K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $77,955 | $0 | $77,955 | 1 |
| MICHAEL WICHENBACH | TRUSTEE | 2 | $0 | $47,322 | $0 | $47,322 | 1 |
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $43,836 | $0 | $43,836 | 1 |
| MCKENNA JENNIFER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SAINO GARY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CHAD ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRISTOPHER HILL JR | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| GERRY MORIN | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| BEAU LIBBY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DONALD TURNBULL JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · 2 paid, $161K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $83,344 | $0 | $83,344 | 1 |
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $77,648 | $0 | $77,648 | 1 |
| MCKENNA JENNIFER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SAINO GARY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CHAD ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRISTOPHER HILL JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| GERRY MORIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| BEAU LIBBY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DONALD TURNBULL JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · 2 paid, $168K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $88,278 | $0 | $88,278 | 1 |
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $79,377 | $0 | $79,377 | 1 |
| BROUSSEAU KEN | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| MCKENNA JENNIFER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SAINO GARY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CHAD ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRISTOPHER HILL JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| GERRY MORIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 8 people listed · 2 paid, $159K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $81,711 | $0 | $81,711 | 1 |
| SIROIS ANTHONY | TRUSTEE | 2 | $0 | $76,844 | $0 | $76,844 | 1 |
| LEE JOHN | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| BROUSSEAU KEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MCKENNA JENNIFER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| TIRRELL JAMES | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| SIROIS GARY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PARRIE WILLIETTE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · 2 paid, $120K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NAPOLITANO JOHN | TRUSTEE | 2 | $0 | $68,969 | $0 | $68,969 | 1 |
| SIROIS GARY | TRUSTEE | 2 | $0 | $51,181 | $0 | $51,181 | 1 |
| SAINIO GARY | TRUSTEE (P) | 2 | $0 | $0 | $0 | $0 | 1 |
| LEE JOHN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| BROUSSEAU KEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MCKENNA JENNIFER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| TIRRELL JAMES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 9 people listed · 1 paid, $183 · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Tirrell | Trustee | 2 | $132 | $0 | $51 | $183 | 1 |
| John Napolitano | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Gary Sainio | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Jon Lee | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Ken Brousseau | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Micah Cram | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Goodwin | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jenifer McKenna | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Lawrence Dempsey | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2015 · 10 people listed · 2 paid, $794 · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Tirrell | Trustee | 2 | $305 | $0 | $102 | $407 | 1 |
| Lawrence Dempsey | Trustee | 2 | $310 | $0 | $77 | $387 | 2 |
| John Napolitano | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Gary Sainio | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Jon Lee | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Ken Brousseau | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Micah Cram | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Goodwin | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jenifer McKenna | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Gerard M Morin | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
2014 · 10 people listed · 1 paid, $376 · 1 employee
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Tirrell | Trustee | 2 | $300 | $0 | $76 | $376 | 1 |
| John Napolitano | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Gary Sainio | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Jon Lee | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Ken Brousseau | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Micah Cram | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Goodwin | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Eric Knight | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Gerard M Morin | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Lawrence Dempsey | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 10 people listed · 2 paid, $1K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Tirrell | Trustee | 2 | $706 | $0 | $229 | $935 | 1 |
| Lawrence Dempsey | Trustee | 2 | $75 | $0 | $25 | $100 | 2 |
| John Napolitano | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Gary Sainio | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Jon Lee | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Ken Brousseau | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Micah Cram | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Goodwin | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Eric Knight | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Gerard M Morin | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
2012 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eric Knight | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Goodwin | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Micah Cram | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Ken Brousseau | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jon Lee | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Gary Sainio | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| John Napolitano | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
2011 · 4 people listed · none paid · 3 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY SAINIO | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| JOHN NAPOLITANO | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| JON E LEE | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| KEN BROUSSEAU | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
2010 · 4 people listed · none paid · 9 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEN BROUSSEAU | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| JON E LEE | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN NAPOLITANO | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
| GARY SAINIO | Trustee | 0 | $0 | $0 | $0 | $0 | 6 |
Highest-paid independent contractors
2024 · 1 contractor · $195K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $195,167 |
2023 · 2 contractors · $371K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $241,880 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $128,959 |
2022 · 2 contractors · $392K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $259,194 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $132,540 |
2021 · 2 contractors · $351K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $216,392 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $135,025 |
2020 · 2 contractors · $372K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $208,326 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $163,631 |
2019 · 2 contractors · $304K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $197,769 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $105,975 |
2018 · 2 contractors · $263K
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | WALLINGFORD, CT | ADMINISTRATION | $135,507 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $127,350 |
2017 · 2 contractors · $284K
| Name | Location | Service | Paid |
|---|---|---|---|
| INSURANCE PROGRAMMERS INC | WALLINGFORD, CT | ADMINISTRATION | $175,889 |
| ANTHEM INC | INDIANAPOLIS, IN | NETWORK ACCES/CLAIMS REPRICING | $108,019 |
2016 · 2 contractors · $312K
| Name | Location | Service | Paid |
|---|---|---|---|
| Insurance Programmers Inc | Wallingford, CT | Third Party Admin | $198,224 |
| Anthem | Wallingford, CT | PPO | $113,626 |
2015 · 2 contractors · $282K
| Name | Location | Service | Paid |
|---|---|---|---|
| Insurance Programmers Inc | Wallingford, CT | Third Party Admin | $181,331 |
| Anthem | Wallingford, CT | PPO | $100,919 |
2014 · 1 contractor · $173K
| Name | Location | Service | Paid |
|---|---|---|---|
| Insurance Programmers Inc | Wallingford, CT | Third Party Admin | $173,359 |
2013 · 1 contractor · $116K
| Name | Location | Service | Paid |
|---|---|---|---|
| Insurance Programmers Inc | Third Party Admin | $116,004 |
2012 · 2 contractors · $232K
| Name | Location | Service | Paid |
|---|---|---|---|
| Insurance Programmers Inc | Wallingford, CT | Third Party Admin | $123,036 |
| Shumaker Loop & Kendrick LLP | Toledo, OH | Legal | $109,218 |
2011 · 4 contractors · $219K
| Name | Location | Service | Paid |
|---|---|---|---|
| S&A INC | MANCHESTER, NH | PLAN ADMINISTRATOR | $105,749 |
| SHUMAKER LOOP & KENDRICK LLP | TOLEDO, OH | LEGAL | $48,989 |
| ROBERT L CORALLINO CPA PC | MANCHESTER, NH | AUDITOR | $34,660 |
| AG EDWARDSWELLS FARGO | BANGOR, ME | INVESTMENTS | $29,118 |
2010 · 4 contractors · $169K
| Name | Location | Service | Paid |
|---|---|---|---|
| S&A INC | MANCHESTER, NH | PLAN ADMINISTRATOR | $100,713 |
| ROBERT L CORALLINO CPA PC | MANCHESTER, NH | AUDITOR | $33,520 |
| AG EDWARDSWELLS FARGO | BANGOR, ME | INVESTMENTS | $29,256 |
| SHUMAKER LOOP & KENDRICK LLP | TOLEDO, OH | LEGAL | $6,006 |
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 | ||||||||
| $4,979,712 | $5,670,637 | $3,294,159 | $2,825,027 | $0 | $3,857,407 | $0 | 189 | 0 |
| 2023 · Form 990 | ||||||||
| $5,691,308 | $7,115,125 | $4,215,559 | $3,693,252 | $0 | $3,915,392 | $3,429 | 193 | 0 |
| 2022 · Form 990 | ||||||||
| $4,434,388 | $5,286,509 | $5,008,801 | $4,720,496 | $0 | $3,868,489 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $4,956,400 | $5,112,353 | $6,682,151 | $6,314,500 | $0 | $4,130,106 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $4,069,219 | $4,794,773 | $6,768,953 | $6,479,926 | $0 | $3,271,037 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $5,103,388 | $4,892,480 | $7,254,311 | $6,964,632 | $0 | $4,365,286 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $4,088,263 | $4,492,681 | $6,532,852 | $6,191,037 | $0 | $3,910,369 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $4,258,951 | $3,605,352 | $6,886,084 | $6,737,905 | $0 | $3,931,377 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $9,450,798 | $3,938,006 | $5,962,777 | $5,778,345 | $0 | $2,460,594 | $183 | 0 | - |
| 2015 · Form 990 | ||||||||
| $3,135,463 | $3,779,674 | $6,826,315 | $517,999 | $0 | $2,750,120 | $794 | 2 | - |
| 2014 · Form 990 | ||||||||
| $3,012,978 | $3,057,702 | $7,046,844 | $1,431,204 | $0 | $2,783,009 | $376 | 1 | - |
| 2013 · Form 990 | ||||||||
| $2,712,006 | $2,717,822 | $6,195,655 | $1,271,253 | $0 | $2,482,165 | $1,035 | 0 | - |
| 2012 · Form 990 | ||||||||
| $2,802,292 | $2,878,791 | $6,169,576 | $1,085,603 | $0 | $2,545,328 | $0 | 0 | - |
| 2011 · Form 990 | ||||||||
| $3,051,829 | $2,655,394 | $6,327,632 | $1,104,079 | $0 | $2,797,459 | $0 | 3 | - |
| 2010 · Form 990 | ||||||||
| $2,793,568 | $2,710,167 | $5,821,341 | $916,253 | $0 | $2,446,760 | $0 | 9 | - |
| 2010 · Form 990 | ||||||||
| $2,793,568 | $2,709,004 | $5,710,652 | $805,564 | $0 | $2,446,760 | $0 | 9 | - |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| LOCAL 947 HEALTH & WELFARE FUND | NY | Y43 | $5,804,180 | $5,772,692 | PLAN ADMINISTRATOR | $127,880 | Same NTEE code Y43, revenue within 2x, same state, similar name |
| UAW LOCAL 2179 GROUP WELFARE PL TR | NY | Y43 | $3,611,589 | $3,447,611 | Plan Administrator | $132,667 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| LOCAL 298 HEALTH BENEFIT FUND II | NY | Y43 | $4,829,522 | $4,563,529 | TRUSTEE/FUND EMPLOYEE | $627,701 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| AMALGAMATED UNION LOCAL 450-A WELFARE FUND | NY | Y43 | $8,127,285 | $8,109,552 | TRUSTEE | $46,000 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UNITED WORKERS HEALTH FUND | NY | Y43 | $8,201,212 | $5,816,867 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| AMALGAMATED TRANSIT WORKERS LOCAL 854 HEALTH BENEFIT FUND | NY | Y43 | $6,560,605 | $6,532,851 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ASBESTOS WORKERS LOCAL 12 ABATEMENT HEALTH FUND | NY | Y43 | $2,727,133 | $2,170,718 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| LOCAL NO 840 I B E W HEALTH INSURANCE PLAN | NY | Y43 | $4,404,791 | $3,942,459 | FUND ADMINISTRATOR | $106,139 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED UNION OF ROOFERS WATER- PROOFERS & ALLIED WORKERS | NY | Y43 | $5,893,542 | $5,619,937 | UNION TRUSTEE | $233,081 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN | NY | Y43 | $7,884,864 | $1,031,407 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| 1199 SEIU LEAGUE HLTH CARE INDUSTRY RN TRAINING AND JOB SECURITY FUND | NY | Y43 | $3,522,873 | $1,708,939 | CHIEF INVESTMENTS OFFICER | $2,343,907 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ATHENS RESTAURANT EMPLOYEES HEALTH INS FUND | NY | Y43 | $7,718,887 | $7,197,330 | TRUSTEE | $2,750 | Same NTEE code Y43, revenue within 2x, same state |
| NEW YORK UNIVERSITY VEBA TRUST | NY | Y43 | $9,879,675 | $177,376 | Trustee (Start date: 11/01/2024) | $135,612 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| HEALTH FACILITIES INSURANCE TRUST | NY | Y43 | $3,695,510 | $4,749,547 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NATIONAL FUEL GAS DISTRIBUTION CORP PENN DIVISION VEBA FOR C B E E U | NY | Y43 | $2,916,317 | $3,331,923 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| NATIONAL FUEL GAS DISTRIBUTION-NEW YORK DIVISION VOLUNTARY EMPLOYEES | NY | Y43 | $8,768,248 | $11,824,659 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| NATIONAL FUEL GAS DISTRIBUTION CORP -NY DIV VOL EMP BEN ASSOC FOR NON- | NY | Y43 | $2,556,609 | $6,660,065 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| PLATINUM HOME CARE HEALTH BENEFITS TR | NY | Y43 | $9,700,650 | $6,124,831 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| DOMINION RESOURCES SERVICES INC RETIREE MEDICAL WELFARE TR | NY | Y43 | $9,779,631 | $3,302,147 | TRUSTEE (See Schedule O) | $36,723 | Same NTEE code Y43, revenue within 2x, same state |
| STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST | NY | Y43 | $8,803,243 | $8,696,461 | TRUSTEE | $14,500 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| MILENIA HEALTH BENEFIT TRUST | NY | Y43 | $7,266,927 | $6,405,700 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER | NY | Y43 | $5,732,415 | $6,727,931 | TRUSTEE | $5,768 | Same NTEE code Y43, revenue within 2x, same state |
| 1199 SEIU GREATER NEW YORK CHILD CARE FUND | NY | Y43 | $3,566,029 | $3,172,464 | CROSS FUNDS EXECUTIVE DIRE | $105,817 | Same NTEE code Y43, revenue within 2x, same state |
| NYSNA CHILD CARE AND ELDER CARE FUND | NY | Y43 | $5,866,266 | $6,535,572 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| FORD FOUNDATION VEBA TRUST | NY | Y43 | $8,281,560 | $7,625,262 | TRUSTEE (THRU 12/12/2024) | $24,726 | Same NTEE code Y43, revenue within 2x, same state |
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 · $5,670,637 spent · pay $0 · grants $0 · events $885
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,226,915 | - | - | - | 92.2% | |
| Fees: management | $193,838 | - | - | - | 3.4% | |
| Fees: other services | $171,415 | - | - | - | 3.0% | |
| Fees: legal | $24,298 | - | - | - | 0.4% | |
| Fees: accounting | $20,509 | - | - | - | 0.4% | |
| Fees: investment management | $17,552 | - | - | - | 0.3% | |
| Office expenses | $6,993 | - | - | - | 0.1% | |
| Insurance | $4,042 | - | - | - | 0.1% | |
| Occupancy | $2,751 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $1,439 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $885 | - | - | - | 0.0% | |
| Total | $5,670,637 | 100% |
2023 · Form 990 · $7,115,125 spent · pay $0 · grants $0 · events $2,342
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,597,239 | - | - | - | 92.7% | |
| Fees: management | $241,880 | - | - | - | 3.4% | |
| Fees: other services | $198,445 | - | - | - | 2.8% | |
| Fees: legal | $24,000 | - | - | - | 0.3% | |
| Fees: investment management | $18,525 | - | - | - | 0.3% | |
| Fees: accounting | $17,810 | - | - | - | 0.3% | |
| Insurance | $5,742 | - | - | - | 0.1% | |
| Office expenses | $3,250 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $3,141 | - | - | - | 0.0% |
| Occupancy | $2,751 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,342 | - | - | - | 0.0% | |
| Total | $7,115,125 | 100% |
2022 · Form 990 · $5,286,509 spent · pay $0 · grants $0 · events $5,010
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,753,098 | - | - | - | 89.9% | |
| Fees: management | $259,194 | - | - | - | 4.9% | |
| Fees: other services | $184,111 | - | - | - | 3.5% | |
| Fees: legal | $24,371 | - | - | - | 0.5% | |
| Fees: investment management | $23,178 | - | - | - | 0.4% | |
| Fees: accounting | $19,251 | - | - | - | 0.4% | |
| Insurance | $6,628 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,010 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $4,650 | - | - | - | 0.1% |
| Office expenses | $2,824 | - | - | - | 0.1% | |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,443 | - | - | - | 0.0% |
| Total | $5,286,509 | 100% |
2021 · Form 990 · $5,112,353 spent · pay $0 · grants $0 · events $239
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,581,105 | - | - | - | 89.6% | |
| Fees: management | $216,392 | - | - | - | 4.2% | |
| Fees: other services | $210,872 | - | - | - | 4.1% | |
| Fees: legal | $38,124 | - | - | - | 0.7% | |
| Fees: investment management | $26,452 | - | - | - | 0.5% | |
| Fees: accounting | $19,547 | - | - | - | 0.4% | |
| Insurance | $5,593 | - | - | - | 0.1% | |
| Office expenses | $5,200 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $4,599 | - | - | - | 0.1% |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,479 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $239 | - | - | - | 0.0% | |
| Total | $5,112,353 | 100% |
2020 · Form 990 · $4,794,773 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,236,511 | - | - | - | 88.4% | |
| Fees: other services | $341,248 | - | - | - | 7.1% | |
| Fees: management | $127,483 | - | - | - | 2.7% | |
| Fees: investment management | $26,946 | - | - | - | 0.6% | |
| Fees: legal | $23,183 | - | - | - | 0.5% | |
| Fees: accounting | $18,614 | - | - | - | 0.4% | |
| Office expenses | $5,989 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $5,847 | - | - | - | 0.1% |
| Insurance | $4,808 | - | - | - | 0.1% | |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,393 | - | - | - | 0.0% |
| Total | $4,794,773 | 100% |
2019 · Form 990 · $4,892,480 spent · pay $0 · grants $0 · events $3,896
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,379,367 | - | - | - | 89.5% | |
| Fees: other services | $281,405 | - | - | - | 5.8% | |
| Fees: management | $122,427 | - | - | - | 2.5% | |
| Fees: investment management | $37,114 | - | - | - | 0.8% | |
| Fees: legal | $24,006 | - | - | - | 0.5% | |
| Fees: accounting | $20,779 | - | - | - | 0.4% | |
| Other (as described) | BANK FEES | $7,841 | - | - | - | 0.2% |
| Office expenses | $5,631 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,896 | - | - | - | 0.1% | |
| Insurance | $3,787 | - | - | - | 0.1% | |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| Other (as described) | CALL A DOCTOR PLUS | $2,134 | - | - | - | 0.0% |
| Other (as described) | PCORI FEES | $1,342 | - | - | - | 0.0% |
| Total | $4,892,480 | 100% |
2018 · Form 990 · $4,492,681 spent · pay $0 · grants $0 · events $10,604
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,963,336 | - | - | - | 88.2% | |
| Fees: other services | $281,952 | - | - | - | 6.3% | |
| Fees: management | $122,427 | - | - | - | 2.7% | |
| Fees: investment management | $38,992 | - | - | - | 0.9% | |
| Fees: legal | $21,316 | - | - | - | 0.5% | |
| Other (as described) | CALL A DOCTOR PLUS | $21,055 | - | - | - | 0.5% |
| Fees: accounting | $16,701 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $10,604 | - | - | - | 0.2% | |
| Other (as described) | BANK FEES | $5,858 | - | - | - | 0.1% |
| Office expenses | $5,657 | - | - | - | 0.1% | |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,126 | - | - | - | 0.0% |
| Insurance | $906 | - | - | - | 0.0% | |
| Total | $4,492,681 | 100% |
2017 · Form 990 · $3,605,352 spent · pay $0 · grants $0 · events $4,711
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,136,892 | - | - | - | 87.0% | |
| Fees: other services | $332,384 | - | - | - | 9.2% | |
| Fees: legal | $42,259 | - | - | - | 1.2% | |
| Fees: investment management | $38,566 | - | - | - | 1.1% | |
| Fees: accounting | $15,840 | - | - | - | 0.4% | |
| Other (as described) | BANK FEES | $13,579 | - | - | - | 0.4% |
| Other (as described) | CALL A DOCTOR PLUS | $6,005 | - | - | - | 0.2% |
| Insurance | $5,861 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $4,711 | - | - | - | 0.1% | |
| Other (as described) | PRINTING AND PUBLICATIO | $4,109 | - | - | - | 0.1% |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| All other expenses | $1,389 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $1,006 | - | - | - | 0.0% |
| Total | $3,605,352 | 100% |
2016 · Form 990 · $3,938,006 spent · pay $183 · grants $0 · events $721
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,463,429 | - | - | - | 87.9% | |
| Fees: other services | $338,239 | - | - | - | 8.6% | |
| Fees: investment management | $40,630 | - | - | - | 1.0% | |
| Fees: legal | $34,129 | - | - | - | 0.9% | |
| Fees: accounting | $21,020 | - | - | - | 0.5% | |
| Other (as described) | BANK FEES | $14,707 | - | - | - | 0.4% |
| Other (as described) | Reinsurance Program Fee | $10,322 | - | - | - | 0.3% |
| Other (as described) | Printing and Publications | $5,534 | - | - | - | 0.1% |
| Insurance | $4,408 | - | - | - | 0.1% | |
| Occupancy | $2,751 | - | - | - | 0.1% | |
| All other expenses | $1,051 | - | - | - | 0.0% | |
| Other (as described) | PCORI Fees | $882 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $721 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $183 | - | - | - | 0.0% | |
| Total | $3,938,006 | 100% |
2015 · Form 990 · $3,779,674 spent · pay $794 · grants $0 · events $584
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,324,607 | - | - | - | 88.0% | |
| Fees: other services | $321,733 | - | - | - | 8.5% | |
| Fees: investment management | $41,915 | - | - | - | 1.1% | |
| Other (as described) | Reinsurance Program Fee | $35,680 | - | - | - | 0.9% |
| Fees: accounting | $18,883 | - | - | - | 0.5% | |
| Other (as described) | BANK FEES | $11,946 | - | - | - | 0.3% |
| Fees: legal | $10,375 | - | - | - | 0.3% | |
| Other (as described) | Printing and Publications | $5,512 | - | - | - | 0.1% |
| Occupancy | $3,024 | - | - | - | 0.1% | |
| Insurance | $2,606 | - | - | - | 0.1% | |
| All other expenses | $1,237 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $794 | - | - | - | 0.0% | |
| Other (as described) | PCORI Fees | $778 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $584 | - | - | - | 0.0% | |
| Total | $3,779,674 | 100% |
2014 · Form 990 · $3,057,702 spent · pay $376 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,636,026 | - | - | - | 86.2% | |
| Fees: other services | $282,844 | - | - | - | 9.3% | |
| Fees: legal | $51,138 | - | - | - | 1.7% | |
| Fees: investment management | $40,274 | - | - | - | 1.3% | |
| Fees: accounting | $17,659 | - | - | - | 0.6% | |
| Other (as described) | BANK FEES | $11,523 | - | - | - | 0.4% |
| Other (as described) | Printing and Publications | $9,365 | - | - | - | 0.3% |
| Insurance | $3,592 | - | - | - | 0.1% | |
| Occupancy | $3,024 | - | - | - | 0.1% | |
| Other (as described) | Trustee expense | $1,408 | - | - | - | 0.0% |
| Other (as described) | Dues | $473 | - | - | - | 0.0% |
| Pay: officers, directors, trustees, key employees | $376 | - | - | - | 0.0% | |
| Total | $3,057,702 | 100% |
2013 · Form 990 · $2,717,822 spent · pay $1,035 · grants $0 · events $6,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,447,504 | - | - | - | 90.1% | |
| Fees: other services | $141,004 | - | - | - | 5.2% | |
| Fees: legal | $49,252 | - | - | - | 1.8% | |
| Fees: investment management | $38,969 | - | - | - | 1.4% | |
| Fees: accounting | $13,550 | - | - | - | 0.5% | |
| Other (as described) | BANK FEES | $7,883 | - | - | - | 0.3% |
| Conferences, conventions and meetings | $6,438 | - | - | - | 0.2% | |
| Other (as described) | Printing and Publications | $4,553 | - | - | - | 0.2% |
| Occupancy | $3,024 | - | - | - | 0.1% | |
| Other (as described) | Trustee expense | $2,319 | - | - | - | 0.1% |
| Insurance | $1,833 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $1,035 | - | - | - | 0.0% | |
| Other (as described) | Dues | $458 | - | - | - | 0.0% |
| Total | $2,717,822 | 100% |
2012 · Form 990 · $2,878,791 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,372,942 | - | - | - | 82.4% | |
| Other (as described) | Loss due to misapproriation | $177,583 | - | - | - | 6.2% |
| Fees: other services | $129,286 | - | - | - | 4.5% | |
| Fees: legal | $109,268 | - | - | - | 3.8% | |
| Fees: investment management | $35,673 | - | - | - | 1.2% | |
| Fees: accounting | $34,461 | - | - | - | 1.2% | |
| Other (as described) | Printing and Publications | $11,479 | - | - | - | 0.4% |
| Occupancy | $3,024 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $1,847 | - | - | - | 0.1% |
| Insurance | $1,815 | - | - | - | 0.1% | |
| Other (as described) | Trustee expense | $973 | - | - | - | 0.0% |
| All other expenses | $440 | - | - | - | 0.0% | |
| Total | $2,878,791 | 100% |
2011 · Form 990 · $2,655,394 spent · pay $0 · grants $0 · events $3,972
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,398,490 | - | - | - | 90.3% | |
| Fees: management | $105,749 | - | - | - | 4.0% | |
| Fees: legal | $48,989 | - | - | - | 1.8% | |
| Fees: accounting | $34,660 | - | - | - | 1.3% | |
| Fees: investment management | $29,118 | - | - | - | 1.1% | |
| Other (as described) | BENEFIT CARDS | $7,554 | - | - | - | 0.3% |
| Office expenses | $4,524 | - | - | - | 0.2% | |
| Other (as described) | TELEPHONE | $4,340 | - | - | - | 0.2% |
| Fees: other services | $4,000 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $3,972 | - | - | - | 0.1% | |
| Other (as described) | Postage and Shipping | $3,099 | - | - | - | 0.1% |
| Occupancy | $3,012 | - | - | - | 0.1% | |
| Information technology | $2,440 | - | - | - | 0.1% | |
| Insurance | $2,277 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $1,133 | - | - | - | 0.0% |
| All other expenses | $1,042 | - | - | - | 0.0% | |
| Other (as described) | DISABILITY TAXES | $995 | - | - | - | 0.0% |
| Total | $2,655,394 | 100% |
2010 · Form 990 · $2,710,167 spent · pay $0 · grants $0 · events $2,714
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,497,288 | - | - | - | 92.1% | |
| Fees: management | $100,713 | - | - | - | 3.7% | |
| Fees: accounting | $33,520 | - | - | - | 1.2% | |
| Fees: investment management | $29,256 | - | - | - | 1.1% | |
| Other (as described) | BENEFIT CARDS | $11,324 | - | - | - | 0.4% |
| Office expenses | $7,513 | - | - | - | 0.3% | |
| Fees: legal | $6,006 | - | - | - | 0.2% | |
| Other (as described) | TELEPHONE | $4,849 | - | - | - | 0.2% |
| Fees: other services | $3,750 | - | - | - | 0.1% | |
| Other (as described) | Postage and Shipping | $3,227 | - | - | - | 0.1% |
| Occupancy | $2,880 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,714 | - | - | - | 0.1% | |
| Other (as described) | DISABILITY TAXES | $2,201 | - | - | - | 0.1% |
| Other (as described) | BANK FEES | $1,860 | - | - | - | 0.1% |
| All other expenses | $1,689 | - | - | - | 0.1% | |
| Insurance | $1,377 | - | - | - | 0.1% | |
| Total | $2,710,167 | 100% |