STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND

2024 · Form 990 · revenue $34.8M · expenses $27.1M · assets $188.2M

Also known as
NATIONAL HEALTH AND WELFARE FUND
EIN
20-0027580
Address
3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2003
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

4 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
Michael Coleman UNION TRUSTEE2015-2024 $378,140$2,366,348 2
Patrick Dillon UNION TRUSTEE2019-2024 $389,811$1,969,985 3
Shawn Garvey UNION TRUSTEE2015-2024 $256,053$1,721,290 2
Steven Vanslooten (former) FMR UNION TRUSTEE2015-2019 $287,655$611,102 3
Unpaid officers and directors · 28 people
NameLatest titleYearsOrganizations
Lee Ellis EMPLOYER TRUSTEE2010-2024 3
Michael Sallach UNION TRUSTEE2016-2024 1
Debbie Syck UNION TRUSTEE2024 1
Tina Hayes EMPLOYER TRUSTEE2013-2024 1
Camilla Madison-Wilson EMPLOYER TRUSTEE2024 1
Aaron Martin EMPLOYER TRUSTEE2024 1
Nathan Fisher (former) FRMR EMPLOYER TRUSTEE2019-2023 1
Nicholl Salamone (former) FRMR EMPLOYER TRUSTEE2021-2023 1
Debbie Sych (former) UNION TRUSTEE2021-2023 1
Kevin Jenkins (former) FRMR EMPLOYER TRUSTEE2012-2022 2
Rodney Lebeau (former) FRMR EMPLOYER TRUSTEE2012-2022 2
Ryan Payne (former) FRMR UNION TRUSTEE2019-2021 1
Mark Morton (former) FRMR EMPLOYER TRUSTEE2019-2020 1
Michael Springer Sr (former) FMR EMPLOYER TRUSTEE2017-2019 1
Herbert Curtis (former) FMR UNION TRUSTEE2018-2019 1
Kevin Parsons (former) FMR UNION TRUSTEE2014-2018 1
Jeff Champion (former) EMPLOYER TRUSTEE2015-2016 1
Gerald Powers (former) UNION TRUSTEE2010-2015 2
J Kevin Booth (former) UNION TRUSTEE2010-2014 2
Steven Van Slooten (former) UNION TRUSTEE2013-2014 1
Cindy Mazer (former) EMPLOYER TRUSTEE2014 1
James Dale (former) UNION TRUSTEE2014 1
Robert Mckeage (former) EMPLOYER TRUSTEE2010-2013 2
Charlie Rittenhouse (former) UNION TRUSTEE2012-2013 1
Jamie Voden (former) UNION TRUSTEE2013 1
Rich Mata (former) UNION TRUSTEE2010-2012 2
Michael Langford (former) UNION TRUSTEE2010-2011 5
Michael Mcnally (former) EMPLOYER TRUSTEE2010-2011 2

People by year

2024 · 9 people listed · 3 paid, $1.0M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK DILLON UNION TRUSTEE1 $0$298,124$91,687 $389,8113
MICHAEL COLEMAN UNION TRUSTEE1 $0$300,237$77,903 $378,1402
SHAWN GARVEY UNION TRUSTEE1 $0$188,989$67,064 $256,0532
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
DEBBIE SYCK UNION TRUSTEE1 $0$0$0 $01
TINA HAYES EMPLOYER TRUSTEE1 $0$0$0 $01
CAMILLA MADISON-WILSON EMPLOYER TRUSTEE1 $0$0$0 $01
AARON MARTIN EMPLOYER TRUSTEE1 $0$0$0 $01
2023 · 9 people listed · 3 paid, $978K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK DILLON UNION TRUSTEE1 $0$290,618$89,962 $380,5803
MICHAEL COLEMAN UNION TRUSTEE1 $0$288,094$53,404 $341,4982
SHAWN GARVEY UNION TRUSTEE1 $0$188,883$67,064 $255,9472
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
NATHAN FISHER FRMR EMPLOYER TRUSTEE1 $0$0$0 $01
NICHOLL SALAMONE FRMR EMPLOYER TRUSTEE1 $0$0$0 $01
DEBBIE SYCH UNION TRUSTEE1 $0$0$0 $01
TINA HAYES EMPLOYER TRUSTEE1 $0$0$0 $01
2022 · 11 people listed · 3 paid, $977K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK DILLON UNION TRUSTEE1 $0$281,461$86,872 $368,3333
MICHAEL COLEMAN UNION TRUSTEE1 $0$278,953$73,814 $352,7672
SHAWN GARVEY UNION TRUSTEE1 $0$188,883$67,064 $255,9472
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
KEVIN JENKINS FRMR EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU FRMR EMPLOYER TRUSTEE1 $0$0$0 $02
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
NATHAN FISHER EMPLOYER TRUSTEE1 $0$0$0 $01
NICHOLL SALAMONE EMPLOYER TRUSTEE1 $0$0$0 $01
DEBBIE SYCH UNION TRUSTEE1 $0$0$0 $01
TINA HAYES EMPLOYER TRUSTEE1 $0$0$0 $01
2021 · 11 people listed · 3 paid, $910K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK DILLON UNION TRUSTEE1 $0$251,667$84,306 $335,9733
MICHAEL COLEMAN UNION TRUSTEE1 $0$251,667$71,764 $323,4312
SHAWN GARVEY UNION TRUSTEE1 $0$183,775$67,064 $250,8392
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
NATHAN FISHER EMPLOYER TRUSTEE1 $0$0$0 $01
NICHOLL SALAMONE EMPLOYER TRUSTEE1 $0$0$0 $01
RYAN PAYNE FRMR UNION TRUSTEE1 $0$0$0 $01
DEBBIE SYCH UNION TRUSTEE1 $0$0$0 $01
2020 · 10 people listed · 3 paid, $921K · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK DILLON UNION TRUSTEE1 $0$268,455$84,524 $352,9793
MICHAEL COLEMAN UNION TRUSTEE1 $0$263,061$69,549 $332,6102
SHAWN GARVEY UNION TRUSTEE1 $0$170,385$65,258 $235,6432
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
NATHAN FISHER EMPLOYER TRUSTEE1 $0$0$0 $01
MARK MORTON FRMR EMPLOYER TRUSTEE1 $0$0$0 $01
RYAN PAYNE UNION TRUSTEE1 $0$0$0 $01
2019 · 13 people listed · 4 paid, $991K · 12 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL COLEMAN UNION TRUSTEE1 $0$255,767$67,541 $323,3082
STEVEN VANSLOOTEN FMR UNION TRUSTEE1 $0$236,460$51,195 $287,6553
SHAWN GARVEY UNION TRUSTEE1 $0$166,851$70,450 $237,3012
PATRICK DILLON UNION TRUSTEE1 $0$112,694$29,615 $142,3093
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
MICHAEL SPRINGER SR FMR EMPLOYER TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
HERBERT CURTIS FMR UNION TRUSTEE1 $0$0$0 $01
NATHAN FISHER EMPLOYER TRUSTEE1 $0$0$0 $01
MARK MORTON EMPLOYER TRUSTEE1 $0$0$0 $01
RYAN PAYNE UNION TRUSTEE1 $0$0$0 $01
2018 · 10 people listed · 3 paid, $868K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN VANSLOOTEN UNION TRUSTEE1 $0$250,296$73,151 $323,4473
MICHAEL COLEMAN UNION TRUSTEE1 $0$249,006$65,588 $314,5942
SHAWN GARVEY UNION TRUSTEE1 $0$160,652$68,908 $229,5602
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
MICHAEL SPRINGER SR EMPLOYER TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
KEVIN PARSONS FMR UNION TRUSTEE1 $0$0$0 $01
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
HERBERT CURTIS UNION TRUSTEE1 $0$0$0 $01
2017 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
MICHAEL SPRINGER SR EMPLOYER TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
STEVEN VANSLOOTEN UNION TRUSTEE1 $0$0$0 $03
MICHAEL COLEMAN UNION TRUSTEE1 $0$0$0 $02
SHAWN GARVEY UNION TRUSTEE1 $0$0$0 $02
KEVIN PARSONS UNION TRUSTEE1 $0$0$0 $01
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
2016 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
JEFF CHAMPION EMPLOYER TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
STEVEN VANSLOOTEN UNION TRUSTEE1 $0$0$0 $03
MICHAEL COLEMAN UNION TRUSTEE1 $0$0$0 $02
SHAWN GARVEY UNION TRUSTEE1 $0$0$0 $02
KEVIN PARSONS UNION TRUSTEE1 $0$0$0 $01
MICHAEL SALLACH UNION TRUSTEE1 $0$0$0 $01
2015 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
JEFF CHAMPION EMPLOYER TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
STEVEN VANSLOOTEN UNION TRUSTEE1 $0$0$0 $03
MICHAEL COLEMAN UNION TRUSTEE1 $0$0$0 $02
SHAWN GARVEY UNION TRUSTEE1 $0$0$0 $02
KEVIN PARSONS UNION TRUSTEE1 $0$0$0 $01
GERALD POWERS UNION TRUSTEE1 $0$0$0 $02
2014 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GERALD POWERS UNION TRUSTEE1 $0$0$0 $02
J KEVIN BOOTH UNION TRUSTEE1 $0$0$0 $02
STEVEN VAN SLOOTEN UNION TRUSTEE1 $0$0$0 $01
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
KEVIN PARSONS UNION TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
CINDY MAZER EMPLOYER TRUSTEE1 $0$0$0 $01
JAMES DALE UNION TRUSTEE1 $0$0$0 $01
2013 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GERALD POWERS UNION TRUSTEE1 $0$0$0 $02
ROBERT MCKEAGE EMPLOYER TRUSTEE1 $0$0$0 $02
J KEVIN BOOTH UNION TRUSTEE1 $0$0$0 $02
STEVEN VAN SLOOTEN UNION TRUSTEE1 $0$0$0 $01
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
CHARLIE RITTENHOUSE UNION TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
TINA HAYES EMPLOYER TRUSTEE1 $0$0$0 $01
JAMIE VODEN UNION TRUSTEE1 $0$0$0 $01
2012 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GERALD POWERS UNION TRUSTEE1 $0$0$0 $02
ROBERT MCKEAGE EMPLOYER TRUSTEE1 $0$0$0 $02
J KEVIN BOOTH UNION TRUSTEE1 $0$0$0 $02
RICH MATA UNION TRUSTEE1 $0$0$0 $02
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
CHARLIE RITTENHOUSE UNION TRUSTEE1 $0$0$0 $01
KEVIN JENKINS EMPLOYER TRUSTEE1 $0$0$0 $02
RODNEY LEBEAU EMPLOYER TRUSTEE1 $0$0$0 $02
2011 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GERALD POWERS UNION TRUSTEE1 $0$0$0 $02
MICHAEL MCNALLY EMPLOYER TRUSTEE1 $0$0$0 $02
MICHAEL LANGFORD UNION TRUSTEE1 $0$0$0 $05
ROBERT MCKEAGE EMPLOYER TRUSTEE1 $0$0$0 $02
J KEVIN BOOTH UNION TRUSTEE1 $0$0$0 $02
RICH MATA UNION TRUSTEE1 $0$0$0 $02
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03
2010 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GERALD POWERS UNION TRUSTEE1 $0$0$0 $02
MICHAEL MCNALLY EMPLOYER TRUSTEE1 $0$0$0 $02
MICHAEL LANGFORD UNION TRUSTEE1 $0$0$0 $05
ROBERT MCKEAGE EMPLOYER TRUSTEE1 $0$0$0 $02
J KEVIN BOOTH UNION TRUSTEE1 $0$0$0 $02
RICH MATA UNION TRUSTEE1 $0$0$0 $02
LEE ELLIS EMPLOYER TRUSTEE1 $0$0$0 $03

Highest-paid independent contractors

2024 · 3 contractors · $1.1M
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$738,250
WILSON MCSHANE CORPORATIONBLOOMINGTON, MNADMINISTRATION$237,204
SEGALWASHINGTON, DCCONSULTING$116,938
2023 · 1 contractor · $715K
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$714,775
2022 · 3 contractors · $960K
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$736,713
SEGALWASHINGTON, DCCONSULTANT$115,693
TIC INTERNATIONAL CORPORATIONLANSING, MIFUND ADMINISTRATION$108,015
2021 · 2 contractors · $863K
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$753,980
SEGALWASHINGTON, DCCONSULTANT$108,563
2020 · 1 contractor · $649K
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$649,266
2019 · 2 contractors · $733K
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$601,813
LEGGHIO & ISRAEL PCROYAL OAK, MILEGAL$131,606
2018 · 3 contractors · $597K
NameLocationServicePaid
BLUE CROSS BLUE SHIELD OF MICHIGANDETROIT, MICLAIMS PROCESSING$357,565
LEGGHIO & ISRAEL PCROYAL OAK, MILEGAL$130,622
SEGAL COMPANYNEW YORK, NYCONSULTING$108,938

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 ↗
$34,841,879$27,135,889 $188,172,624$187,904,098 $0$29,023,291 $000
2024 · Form 990 period ending 2024-12-31 · amended · superseded · view filing · original 990 ↗
$34,859,755$27,135,889 $188,190,500$187,921,974 $0$29,041,167 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$39,408,640$24,017,122 $171,289,299$171,237,385 $0$29,828,116 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$34,426,471$23,607,093 $149,762,840$149,734,873 $0$30,394,508 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$33,642,105$21,795,706 $163,765,283$163,711,151 $0$27,986,735 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$54,002,949$18,272,369 $147,209,433$147,119,941 $0$51,248,353 $060
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$28,902,424$18,592,582 $103,154,053$103,093,646 $0$25,444,963 $0120
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$30,207,223$16,052,955 $84,165,594$84,114,417 $0$24,233,430 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$23,157,775$13,813,442 $76,883,970$76,858,614 $0$20,854,336 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$23,818,793$13,762,496 $63,872,128$63,860,183 $0$21,602,423 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$17,964,290$13,255,519 $52,625,796$52,592,705 $0$15,730,210 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$17,328,687$12,749,296 $50,534,813$50,522,477 $0$15,174,597 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$16,014,055$12,931,303 $45,969,017$45,921,019 $0$13,723,110 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$14,882,055$11,171,215 $42,645,790$42,622,233 $0$13,103,973 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$13,805,601$10,202,239 $37,888,586$37,761,724 $0$11,971,456 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$21,096,572$9,983,737 $36,029,603$35,695,604 $0$14,669,610 $007

Funders of this organization

This section is being built. Check back soon.

Similar organizations

This section is being built. Check back soon.

Who funds organizations like this

This section is being built. Check back soon.

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 · $27,135,889 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $25,471,938--- 93.9%
Fees: other services $896,447--- 3.3%
Fees: management $303,343--- 1.1%
Fees: investment management $182,990--- 0.7%
Office expenses $98,468--- 0.4%
Fees: legal $70,701--- 0.3%
Fees: accounting $38,021--- 0.1%
Insurance $35,051--- 0.1%
Other (as described)PCORI FEES $31,405--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $7,525--- 0.0%
Total$27,135,889100%

View the filing

2023 · Form 990 · $24,017,122 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $22,831,273--- 95.1%
Fees: other services $805,987--- 3.4%
Fees: investment management $112,182--- 0.5%
Fees: accounting $60,785--- 0.3%
Fees: legal $54,309--- 0.2%
Office expenses $40,849--- 0.2%
Fees: management $36,704--- 0.2%
Insurance $36,216--- 0.2%
Other (as described)PCORI FEES $29,592--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $7,425--- 0.0%
Information technology $1,800--- 0.0%
Total$24,017,122100%

View the filing

2022 · Form 990 · $23,607,093 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $22,401,307--- 94.9%
Fees: other services $812,322--- 3.4%
Fees: investment management $91,750--- 0.4%
Fees: management $74,880--- 0.3%
Office expenses $71,242--- 0.3%
Fees: accounting $59,761--- 0.3%
Fees: legal $41,253--- 0.2%
Other (as described)PCORI FEES $27,535--- 0.1%
Insurance $22,573--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $2,670--- 0.0%
Information technology $1,800--- 0.0%
Total$23,607,093100%

View the filing

2021 · Form 990 · $21,795,706 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $20,693,525--- 94.9%
Fees: other services $767,525--- 3.5%
Fees: investment management $79,688--- 0.4%
Fees: management $73,842--- 0.3%
Fees: legal $68,128--- 0.3%
Office expenses $36,799--- 0.2%
Fees: accounting $28,966--- 0.1%
Other (as described)PCORI FEES $24,738--- 0.1%
Insurance $15,195--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $5,500--- 0.0%
Information technology $1,800--- 0.0%
Total$21,795,706100%

View the filing

2020 · Form 990 · $18,272,369 spent · pay $0 · grants $0 · events $10,501
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,158,193--- 93.9%
Fees: other services $710,266--- 3.9%
Fees: legal $99,725--- 0.5%
Fees: investment management $79,500--- 0.4%
Fees: management $71,039--- 0.4%
Office expenses $48,793--- 0.3%
Fees: accounting $35,052--- 0.2%
Other (as described)PCORI FEES $22,972--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $17,765--- 0.1%
Insurance $16,763--- 0.1%
Conferences, conventions and meetings $10,501--- 0.1%
Information technology $1,800--- 0.0%
Total$18,272,369100%

View the filing

2019 · Form 990 · $18,592,582 spent · pay $0 · grants $0 · events $17,912
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,525,456--- 94.3%
Fees: other services $638,919--- 3.4%
Fees: legal $140,641--- 0.8%
Fees: investment management $79,500--- 0.4%
Office expenses $72,599--- 0.4%
Fees: management $62,881--- 0.3%
Fees: accounting $27,261--- 0.1%
Other (as described)PCORI FEES $19,191--- 0.1%
Conferences, conventions and meetings $17,912--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $5,500--- 0.0%
Information technology $1,800--- 0.0%
Insurance $922--- 0.0%
Total$18,592,582100%

View the filing

2018 · Form 990 · $16,052,955 spent · pay $0 · grants $0 · events $14,486
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $15,007,323--- 93.5%
Fees: other services $486,818--- 3.0%
Fees: investment management $218,327--- 1.4%
Fees: legal $156,442--- 1.0%
Fees: management $67,519--- 0.4%
Office expenses $45,743--- 0.3%
Fees: accounting $20,433--- 0.1%
Other (as described)PCORI FEES $17,031--- 0.1%
Insurance $15,788--- 0.1%
Conferences, conventions and meetings $14,486--- 0.1%
Information technology $1,800--- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $1,245--- 0.0%
Total$16,052,955100%

View the filing

2017 · Form 990 · $13,813,442 spent · pay $0 · grants $0 · events $18,084
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $13,098,234--- 94.8%
Fees: investment management $249,156--- 1.8%
Other (as described)ACA TRANSITIONAL REINSU $173,232--- 1.3%
Fees: legal $81,311--- 0.6%
Fees: management $74,381--- 0.5%
Fees: other services $51,139--- 0.4%
Fees: accounting $22,237--- 0.2%
Conferences, conventions and meetings $18,084--- 0.1%
Other (as described)PCORI FEES $15,350--- 0.1%
Insurance $14,823--- 0.1%
Office expenses $11,983--- 0.1%
Information technology $1,800--- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $1,205--- 0.0%
Other (as described)MEMBERSHIP COMMUNICATIO $507--- 0.0%
Total$13,813,442100%

View the filing

2016 · Form 990 · $13,762,496 spent · pay $0 · grants $0 · events $13,891
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $13,218,892--- 96.1%
Fees: investment management $207,837--- 1.5%
Fees: legal $79,560--- 0.6%
Fees: management $71,883--- 0.5%
Fees: other services $60,588--- 0.4%
Fees: accounting $43,248--- 0.3%
Other (as described)MEMBER COMMUNICATIONS $19,080--- 0.1%
Insurance $14,661--- 0.1%
Other (as described)OTHER MISCELLANEOUS $13,923--- 0.1%
Conferences, conventions and meetings $13,891--- 0.1%
Office expenses $10,483--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $6,650--- 0.0%
Information technology $1,800--- 0.0%
Total$13,762,496100%

View the filing

2015 · Form 990 · $13,255,519 spent · pay $0 · grants $0 · events $18,395
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,782,601--- 96.4%
Fees: investment management $199,905--- 1.5%
Fees: management $92,455--- 0.7%
Fees: legal $56,956--- 0.4%
Fees: other services $33,813--- 0.3%
Fees: accounting $23,153--- 0.2%
Conferences, conventions and meetings $18,395--- 0.1%
Other (as described)OTHER MISCELLANEOUS $16,384--- 0.1%
Insurance $12,687--- 0.1%
Office expenses $8,676--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $6,605--- 0.0%
Other (as described)MEMBER COMMUNICATIONS $2,089--- 0.0%
Information technology $1,800--- 0.0%
Total$13,255,519100%

View the filing

2014 · Form 990 · $12,749,296 spent · pay $0 · grants $0 · events $43,194
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,253,782--- 96.1%
Fees: investment management $196,365--- 1.5%
Fees: management $92,751--- 0.7%
Fees: legal $44,586--- 0.3%
Conferences, conventions and meetings $43,194--- 0.3%
Other (as described)PCORI FEES $32,344--- 0.3%
Fees: other services $27,064--- 0.2%
Fees: accounting $18,156--- 0.1%
Insurance $12,637--- 0.1%
Office expenses $10,580--- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $9,300--- 0.1%
Other (as described)MEMBERSHIP COMMUNICATIO $6,737--- 0.1%
Information technology $1,800--- 0.0%
Total$12,749,296100%

View the filing

2013 · Form 990 · $12,931,303 spent · pay $0 · grants $0 · events $29,523
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,402,557--- 95.9%
Fees: investment management $182,045--- 1.4%
Fees: management $92,655--- 0.7%
Fees: legal $73,305--- 0.6%
Fees: other services $50,725--- 0.4%
Fees: accounting $39,391--- 0.3%
Conferences, conventions and meetings $29,523--- 0.2%
Insurance $21,269--- 0.2%
Other (as described)MEMBERSHIP COMMUNICATIO $20,726--- 0.2%
Office expenses $8,922--- 0.1%
Other (as described)MISCELLANEOUS $7,470--- 0.1%
Information technology $1,800--- 0.0%
Other (as described)DUES AND SUBSCIRPTIONS $915--- 0.0%
Total$12,931,303100%

View the filing

2012 · Form 990 · $11,171,215 spent · pay $0 · grants $0 · events $19,594
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,762,612--- 96.3%
Fees: investment management $173,639--- 1.6%
Fees: management $89,797--- 0.8%
Fees: legal $43,438--- 0.4%
Fees: other services $31,081--- 0.3%
Conferences, conventions and meetings $19,594--- 0.2%
Insurance $16,307--- 0.1%
Fees: accounting $10,192--- 0.1%
Other (as described)MISCELLANEOUS $9,140--- 0.1%
Other (as described)BANK SERVICE CHARGES $8,516--- 0.1%
Other (as described)DUES AND SUBSCIRPTIONS $5,880--- 0.1%
Office expenses $1,019--- 0.0%
Total$11,171,215100%

View the filing

2011 · Form 990 · $10,202,239 spent · pay $0 · grants $0 · events $9,731
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,776,833--- 95.8%
Fees: investment management $175,517--- 1.7%
Fees: management $110,051--- 1.1%
Fees: legal $45,116--- 0.4%
Fees: accounting $28,100--- 0.3%
Fees: other services $16,015--- 0.2%
Insurance $14,455--- 0.1%
Office expenses $9,732--- 0.1%
Conferences, conventions and meetings $9,731--- 0.1%
Other (as described)MISCELLANEOUS $9,380--- 0.1%
Other (as described)BANK SERVICE CHARGES $3,974--- 0.0%
Other (as described)DUES AND SUBSCIRPTIONS $3,335--- 0.0%
Total$10,202,239100%

View the filing

2010 · Form 990 · $9,983,737 spent · pay $0 · grants $0 · events $8,424
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,572,395--- 95.9%
Fees: investment management $152,098--- 1.5%
Fees: management $100,941--- 1.0%
Fees: legal $55,776--- 0.6%
Fees: accounting $27,138--- 0.3%
Fees: other services $25,486--- 0.3%
All other expenses $16,929--- 0.2%
Office expenses $13,901--- 0.1%
Insurance $10,649--- 0.1%
Conferences, conventions and meetings $8,424--- 0.1%
Total$9,983,737100%

View the filing