STRATEGY STUDIO / PUBLIC DATA EXPLORER

OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT

Cite this

Plain text OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/030438558. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/030438558

MLA “OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENT.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/030438558. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $9.4M · expenses $9.6M · assets $4.2M

Also known as
Plan
EIN
03-0438558
Address
1601 FORUM PL STE 1400, WEST PALM BCH, FL 33401-8104
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2003
Cross-check
ProPublica Nonprofit Explorer

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO PAYOUT HEALTH BENEFITS ON BEHALF OF ITS PARTICIPANTS AND TO COLLECT PAYMENTS FROM 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William D Parmelee Former Trustee2013-2024 $1,914,203$26,324,026 1
Benjamin L Klein TRUSTEE2024 $1,210,285$1,210,285 1
Zachary K Shipley (former) TRUSTEE2010-2012 $942,929$4,045,052 1

People by year

2024 · 2 people listed · 2 paid, $3.1M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Former Trustee0 $0$1,914,203$0 $1,914,2031
BENJAMIN L KLEIN TRUSTEE0 $0$1,210,285$0 $1,210,2851
2023 · 1 person listed · 1 paid, $1.1M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$1,077,419$0 $1,077,4191
2022 · 1 person listed · 1 paid, $3.6M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$3,555,052$0 $3,555,0521
2021 · 1 person listed · 1 paid, $3.5M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$3,474,677$0 $3,474,6771
2020 · 1 person listed · 1 paid, $2.1M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$2,097,312$0 $2,097,3121
2019 · 1 person listed · 1 paid, $4.3M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$4,327,511$0 $4,327,5111
2018 · 1 person listed · 1 paid, $3.3M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$3,328,167$0 $3,328,1671
2017 · 1 person listed · 1 paid, $1.7M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$1,718,133$0 $1,718,1331
2016 · 1 person listed · 1 paid, $1.8M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$1,800,880$0 $1,800,8801
2014 · 1 person listed · 1 paid, $1.6M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$1,594,184$0 $1,594,1841
2013 · 1 person listed · 1 paid, $1.4M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM D PARMELEE Trustee0 $0$1,436,488$0 $1,436,4881
2012 · 1 person listed · 1 paid, $943K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ZACHARY K SHIPLEY TRUSTEE0 $0$942,929$0 $942,9291
2011 · 1 person listed · 1 paid, $1.7M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ZACHARY K SHIPLEY TRUSTEE0 $0$1,688,983$0 $1,688,9831
2010 · 1 person listed · 1 paid, $1.4M · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ZACHARY K SHIPLEY TRUSTEE0 $0$1,413,140$0 $1,413,1401

Highest-paid independent contractors

No independent contractors reported.

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 ↗
$9,377,611$9,624,209 $4,244,713$3,593,381 $0$9,377,611 $00-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$10,014,821$8,921,711 $4,524,507$3,839,979 $0$10,014,821 $00-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$9,016,272$8,254,226 $3,383,105$2,746,869 $0$9,016,272 $00-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$8,839,596$8,143,703 $2,324,310$1,984,823 $0$8,839,596 $00-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$8,825,824$7,406,462 $1,853,530$1,288,930 $0$8,825,824 $00-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$7,063,819$9,408,256 $641,127-$130,432 $0$7,063,819 $00-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$7,832,821$8,701,312 $2,586,416$2,214,005 $0$7,832,821 $00-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$8,709,702$8,424,331 $3,505,380$3,082,496 $0$8,709,702 $00-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$10,148,655$9,783,238 $3,986,738$2,797,125 $0$10,148,655 $00-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$9,957,972$12,086,174 $4,818,615$3,968,604 $0$9,957,972 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$13,025,312$11,566,648 $7,085,171$6,183,028 $0$13,025,312 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$13,174,999$12,300,575 $5,488,153$4,352,369 $0$13,174,999 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$9,411,066$9,345,904 $4,613,729$3,773,329 $0$9,411,066 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$6,905,694$5,194,243 $4,548,568$4,077,412 $0$6,905,694 $00-

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
MIAMI BEACH FIREFIGHTERS LOCAL 1510 INS TR FUNDFLY43 $13,967,115$12,752,332 PRESIDENT$75,498 Same NTEE code Y43, revenue within 2x, same state, similar mission
UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUNDFLY43 $7,775,816$8,703,419 Union Trustee$0 Same NTEE code Y43, revenue within 2x, same state
GLOBAL CONNECTIONS TO EMPLOYMENT HEALTH & WELFARE TRFLY43 $7,971,215$8,879,952 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUNDFLY43 $4,822,810$2,789,546 UNION TRUSTEE - CO-CHAIR$116,327 Same NTEE code Y43, revenue within 2x, same state
ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUSTFLY43 $11,693,851$0 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
BROWARD COUNTY PROFESSIONAL PERAMEDIC & FIREFRIGHTERS BENEFITFLY43 $5,378,145$3,754,842 Chairman$0 Same NTEE code Y43, revenue within 2x, same state
THE WAGMAN COMPANIES INC EMPLOYEE WELFARE BENEFIT TRUSTPAY43 $7,153,485$5,929,730 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
BRINKS COMPANY EMPLOYEE WELFARE BENEFIT TRUSTVAY43 $17,385,238$21,322,627 TRUSTEE$26,754 Same NTEE code Y43, revenue within 2x
CBC COMPANIES INC EMPLOYEE GROUP BENEFIT PLOHY43 $7,292,238$7,176,167 TRUSTEE$615,036 Same NTEE code Y43, revenue within 2x
METROPOLITAN COUNCIL VOLUNTARY EMPLOYEES BENEFIT ASSOCIATION TRMNY43 $5,035,466$3,517,451 INSTITUTIONAL TRUSTEE$1,520 Same NTEE code Y43, revenue within 2x
GRANITE CONSTRUCTION INCORPORATED EMPLOYEE BENEFIT TRTXY43 $7,422,874$7,428,500 VP & Trust Officer$3,000 Same NTEE code Y43, revenue within 2x
STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUSTNYY43 $8,803,243$8,696,461 TRUSTEE$14,500 Same NTEE code Y43, revenue within 2x, similar mission
ARCTIC SLOPE REGIONAL CORPORATION EMPLOYEE BENEFIT TRUSTTXY43 $4,925,199$5,431,561 TRUSTEE$10,375 Same NTEE code Y43, revenue within 2x
WESTERN REGION EMPLOYEE BENEFIT TRCAY43 $8,291,485$8,638,840 CHAIRMAN$608,083 Same NTEE code Y43, revenue within 2x
PNG COMPANIES LLC EMPLOYEES MASTER TR IIPAY43 $4,702,212$6,146,234 INSTITUTIONAL TRUSTEE$31,842 Same NTEE code Y43, revenue within 2x
CONNECTION INC EMPLOYEE BENEFIT TRCTY43 $7,494,480$7,503,597 CEO$451,818 Same NTEE code Y43, revenue within 2x
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
LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATIONCAY43 $10,753,832$8,048,278 TRUSTEE$3,468 Same NTEE code Y43, revenue within 2x
MINNESOTA CREDIT UNION EMPLOYEE BENEFITS PLAN TRMNY43 $6,311,269$6,311,269 CHAIR$0 Same NTEE code Y43, revenue within 2x
VEBA TRUST AGREEMENT FOR OHIO EDUC ASSOCIATION GROUP BENEFIT PLANOHY43 $10,381,528$8,333,312 PRESIDENT (TERM 07/14/25)$293,242 Same NTEE code Y43, revenue within 2x
ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITSDEY43 $6,239,594$15,877,220 TRUSTEE$31,972 Same NTEE code Y43, revenue within 2x
COSENTINO GROUP INC BENEFITS TRKSY43 $6,445,267$6,468,059 Trustee$1,034,885 Same NTEE code Y43, revenue within 2x
ROBERTS OXYGEN CO INC EMPLOYEE BENEFIT TRUST FUNDMDY43 $11,965,168$11,097,529 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
CENTRAL EMPLOYEES BENEFIT VEBA TROHY43 $14,106,498$13,361,063 INSTUTIONAL TRUSTEE$0 Same NTEE code Y43, revenue within 2x
PCSI EMPLOYEE BENEFIT TRTXY43 $7,682,240$7,587,858 PRESIDENT & CEO$807,330 Same NTEE code Y43, revenue within 2x

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 · $9,624,209 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,494,316$7,494,316-- 77.9%
Other (as described)PREMIUMS PAID $1,746,408$1,746,408-- 18.1%
Other (as described)ADMINISTRATIVE EXPENSES $383,485$383,485-- 4.0%
Total$9,624,209100%

View the filing

2023 · Form 990 · $8,921,711 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,638,791$6,638,791-- 74.4%
Other (as described)PREMIUMS PAID $1,936,557$1,936,557-- 21.7%
Other (as described)ADMINISTRATIVE EXPENSES $346,363$346,363-- 3.9%
Total$8,921,711100%

View the filing

2022 · Form 990 · $8,254,226 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,294,670$6,294,670-- 76.3%
Other (as described)ADMINISTRATIVE EXPENSES $1,647,228$1,647,228-- 20.0%
Other (as described)PREMIUMS PAID $312,328$312,328-- 3.8%
Total$8,254,226100%

View the filing

2021 · Form 990 · $8,143,703 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,601,579$6,601,579-- 81.1%
Other (as described)PREMIUMS PAID $1,239,649$1,239,649-- 15.2%
Other (as described)ADMINISTRATIVE EXPENSES $302,475$302,475-- 3.7%
Total$8,143,703100%

View the filing

2020 · Form 990 · $7,406,462 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,169,421$6,169,421-- 83.3%
Other (as described)PREMIUMS PAID $931,499$931,499-- 12.6%
Other (as described)ADMINISTRATIVE EXPENSES $305,542$305,542-- 4.1%
Total$7,406,462100%

View the filing

2019 · Form 990 · $9,408,256 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,128,230$8,128,230-- 86.4%
Other (as described)ADMINISTRATIVE EXPENSES $969,075$969,075-- 10.3%
Other (as described)PREMIUMS PAID $310,951$310,951-- 3.3%
Total$9,408,256100%

View the filing

2018 · Form 990 · $8,701,312 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,336,064$7,336,064-- 84.3%
Other (as described)PREMIUMS PAID $1,031,276$1,031,276-- 11.9%
Other (as described)ADMINISTRATIVE EXPENSES $333,972$333,972-- 3.8%
Total$8,701,312100%

View the filing

2017 · Form 990 · $8,424,331 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,883,378$6,883,378-- 81.7%
Other (as described)PREMIUMS PAID $1,083,258$1,083,258-- 12.9%
Other (as described)ADMINISTRATIVE EXPENSES $457,695$457,695-- 5.4%
Total$8,424,331100%

View the filing

2016 · Form 990 · $9,783,238 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,045,556$8,045,556-- 82.2%
Other (as described)PREMIUMS PAID $1,119,100$1,119,100-- 11.4%
Other (as described)ADMINISTRATIVE EXPENSES $618,582$618,582-- 6.3%
Total$9,783,238100%

View the filing

2014 · Form 990 · $12,086,174 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,811,549--- 81.2%
Other (as described)STOP LOSS INSURANCE EXPENSE $1,606,858--- 13.3%
Other (as described)ADMINISTRATIVE EXPENSES $667,767--- 5.5%
Total$12,086,174100%

View the filing

2013 · Form 990 · $11,566,648 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,402,121--- 81.3%
Other (as described)STOP LOSS INSURANCE EXPENSE $1,507,326--- 13.0%
Other (as described)ADMINISTRATIVE EXPENSES $657,201--- 5.7%
Total$11,566,648100%

View the filing

2012 · Form 990 · $12,300,575 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,195,262--- 74.8%
Other (as described)STOP LOSS INSURANCE EXPENSE $2,995,801--- 24.4%
Other (as described)ADMINISTRATIVE EXPENSES $109,512--- 0.9%
Total$12,300,575100%

View the filing

2011 · Form 990 · $9,345,904 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,053,340--- 75.5%
Other (as described)STOP LOSS INSURANCE EXPENSE $2,249,224--- 24.1%
Other (as described)ADMINISTRATIVE EXPENSES $43,340--- 0.5%
Total$9,345,904100%

View the filing

2010 · Form 990 · $5,194,243 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,533,201$4,533,201-- 87.3%
Other (as described)STOP LOSS INSURANCE EXPENSE $573,217-$573,217- 11.0%
Other (as described)ADMINISTRATIVE EXPENSES $87,825-$87,825- 1.7%
Total$5,194,243100%

View the filing