UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU

2024 · Form 990 · revenue $21.6M · expenses $19.6M · assets $376.4M

Also known as: HEALTH AND WELFARE TRUST
EIN: 26-1851652
Address: 700 TOWER DR STE 300, TROY, MI 48098-2835
NTEE code: Y43
Subsection: 501(c)(9)
Ruling year: 2009
Cross-check: ProPublica Nonprofit Explorer

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED, QUALIFYING UNION EMPLOYEES OF THE DANA CORPORATION.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
Gary Petroni	COMMITTEE MEMBER	2010-2024	$132,180	$1,360,259	10
Suzanne Daniels	COMMITTEE CHAIR	2012-2024	$133,305	$1,337,848	10
Francine Parker	COMMITTEE MEMBER	2010-2024	$118,816	$1,209,763	12
Jack Martin	COMMITTEE MEMBER	2010-2024	$106,745	$1,097,992	5
Comerica Bank Institution	INSTITUTIONAL TRUSTEE	2010-2024	$9,528	$956,301	346
Richard Issacson	COMMITTEE MEMBER	2020-2024	$66,532	$287,537	3
Anthony Feyers	COMMITTEE MEMBER	2022-2024	$28,409	$69,320	2
Richard Lein (former)	COMMITTEE MEMBER - PART YEAR	2010-2022	$0	$295,960	2
Suzanne Paranjpe Phd (former)	COMMITTEE CHAIR	2010-2011	$52,597	$85,597	5
Joseph Stackpoole (former)	COMMITTEE MEMBER	2016-2018	$32,520	$84,302	3
Richard Isaacson (former)	COMMITTEE MEMBER	2018-2019	$55,360	$61,450	3
State Street Bank And Trust Company Institution (former)	TRUSTEE	2010	$56,317	$56,317	12

Unpaid officers and directors · 4 people

Name	Latest title	Years	Organizations
George Hardy	COMMITTEE MEMBER	2011-2024	4
David Burtch (former)	COMMITTEE MEMBER	2010-2016	2
Miguel Foster (former)	COMMITTEE MEMBER	2010-2011	3
Wendy Fields-Jacobs (former)	COMMITTEE MEMBER	2010	1

People by year

2024 · 8 people listed · 7 paid, $596K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE CHAIR	6	$37,449	$95,856	$0	$133,305	10
GARY PETRONI	COMMITTEE MEMBER	4	$31,004	$101,176	$0	$132,180	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$31,004	$87,812	$0	$118,816	12
JACK MARTIN	COMMITTEE MEMBER	4	$36,195	$70,550	$0	$106,745	5
RICHARD ISSACSON	COMMITTEE MEMBER	4	$31,004	$35,528	$0	$66,532	3
ANTHONY FEYERS	COMMITTEE MEMBER	4	$28,409	$0	$0	$28,409	2
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	4	$9,528	$0	$0	$9,528	346
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2023 · 8 people listed · 7 paid, $515K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
GARY PETRONI	COMMITTEE MEMBER	4	$25,248	$84,378	$0	$109,626	10
SUZANNE DANIELS	COMMITTEE CHAIR	6	$27,457	$79,849	$0	$107,306	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$25,248	$72,809	$0	$98,057	12
JACK MARTIN	COMMITTEE MEMBER	4	$25,248	$55,959	$0	$81,207	5
RICHARD ISSACSON	COMMITTEE MEMBER	4	$25,248	$29,677	$0	$54,925	3
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	4	$38,844	$0	$0	$38,844	346
ANTHONY FEYERS	COMMITTEE MEMBER	4	$25,348	$0	$0	$25,348	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2022 · 9 people listed · 7 paid, $502K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE CHAIR	6	$29,430	$82,650	$0	$112,080	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$87,000	$0	$111,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$76,000	$0	$100,360	12
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$57,000	$0	$81,360	5
RICHARD ISSACSON	COMMITTEE MEMBER	4	$24,360	$31,000	$0	$55,360	3
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	4	$25,845	$0	$0	$25,845	346
ANTHONY FEYERS	COMMITTEE MEMBER	4	$15,563	$0	$0	$15,563	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4
RICHARD LEIN	COMMITTEE MEMBER - PART YEAR	4	$0	$0	$0	$0	2

2021 · 8 people listed · 7 paid, $538K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE CHAIR	6	$29,430	$82,650	$0	$112,080	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$87,000	$0	$111,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$76,000	$0	$100,360	12
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$57,000	$0	$81,360	5
RICHARD ISSACSON	COMMITTEE MEMBER	4	$24,360	$31,000	$0	$55,360	3
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	4	$52,943	$0	$0	$52,943	346
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2020 · 8 people listed · 7 paid, $538K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS	COMMITTEE CHAIR	6	$29,430	$82,650	$0	$112,080	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$87,000	$0	$111,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$76,000	$0	$100,360	12
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$57,000	$0	$81,360	5
RICHARD ISSACSON	COMMITTEE MEMBER	4	$24,360	$31,000	$0	$55,360	3
COMERICA BANK Institution	INSTITUTIONAL TRUSTEE	4	$53,193	$0	$0	$53,193	346
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2019 · 8 people listed · 7 paid, $529K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$82,650	$0	$112,080	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$87,000	$0	$111,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$70,750	$0	$95,110	12
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$57,000	$0	$81,360	5
RICHARD ISAACSON	COMMITTEE MEMBER	4	$24,360	$31,000	$0	$55,360	3
COMERICA BANK Institution	TRUSTEE	4	$49,736	$0	$0	$49,736	346
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2018 · 9 people listed · 8 paid, $502K · 0 employees · 1 volunteer

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$82,650	$0	$112,080	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$87,000	$0	$111,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$22,330	$71,000	$0	$93,330	12
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$57,000	$0	$81,360	5
COMERICA BANK Institution	TRUSTEE	4	$41,053	$0	$0	$41,053	346
JOSEPH STACKPOOLE	COMMITTEE MEMBER	4	$18,270	$14,250	$0	$32,520	3
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
RICHARD ISAACSON	COMMITTEE MEMBER	4	$6,090	$0	$0	$6,090	3
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2017 · 8 people listed · 7 paid, $510K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
GARY PETRONI	COMMITTEE MEMBER	4	$22,330	$92,250	$0	$114,580	10
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$27,400	$82,400	$0	$109,800	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$20,300	$76,000	$0	$96,300	12
JACK MARTIN	COMMITTEE MEMBER	4	$22,330	$56,500	$0	$78,830	5
JOSEPH STACKPOOLE	COMMITTEE MEMBER	4	$22,346	$23,346	$0	$45,692	3
COMERICA BANK Institution	TRUSTEE	4	$42,489	$0	$0	$42,489	346
RICHARD LEIN	COMMITTEE MEMBER	4	$22,330	$0	$0	$22,330	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2016 · 9 people listed · 7 paid, $421K · 0 employees · 2 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$74,250	$0	$98,610	10
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$68,150	$0	$97,580	10
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$57,000	$0	$81,360	5
FRANCINE PARKER	COMMITTEE MEMBER	4	$18,270	$52,500	$0	$70,770	12
COMERICA BANK Institution	TRUSTEE	4	$42,556	$0	$0	$42,556	346
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
JOSEPH STACKPOOLE	COMMITTEE MEMBER	4	$6,090	$0	$0	$6,090	3
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2

2015 · 8 people listed · 6 paid, $548K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
COMERICA BANK Institution	TRUSTEE	4	$44,682	$108,048	$0	$152,730	346
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$74,987	$0	$104,417	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$67,163	$0	$91,523	10
JACK MARTIN	COMMITTEE MEMBER	4	$26,390	$64,500	$0	$90,890	5
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$57,250	$0	$81,610	12
RICHARD LEIN	COMMITTEE MEMBER	4	$26,390	$0	$0	$26,390	2
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2014 · 8 people listed · 6 paid, $370K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
COMERICA BANK Institution	TRUSTEE	4	$62,972	$41,439	$0	$104,411	346
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$41,250	$0	$70,680	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$34,000	$0	$58,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$31,750	$0	$56,110	12
JACK MARTIN	COMMITTEE MEMBER	4	$22,330	$33,500	$0	$55,830	5
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2013 · 8 people listed · 6 paid, $411K · 0 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
COMERICA BANK Institution	TRUSTEE	4	$61,809	$48,254	$0	$110,063	346
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$51,500	$0	$80,930	10
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$40,750	$0	$65,110	5
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$40,750	$0	$65,110	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$40,750	$0	$65,110	12
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2012 · 8 people listed · 6 paid, $409K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
COMERICA BANK Institution	TRUSTEE	4	$68,289	$62,012	$0	$130,301	346
SUZANNE DANIELS PHD	COMMITTEE CHAIR	6	$29,430	$44,000	$0	$73,430	10
GARY PETRONI	COMMITTEE MEMBER	4	$24,360	$36,750	$0	$61,110	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$24,360	$36,750	$0	$61,110	12
JACK MARTIN	COMMITTEE MEMBER	4	$24,360	$34,500	$0	$58,860	5
RICHARD LEIN	COMMITTEE MEMBER	4	$24,360	$0	$0	$24,360	2
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2011 · 9 people listed · 6 paid, $313K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
COMERICA BANK Institution	TRUSTEE	4	$80,154	$22,455	$0	$102,609	346
SUZANNE PARANJPE PHD	COMMITTEE CHAIR	6	$27,400	$25,197	$0	$52,597	5
JACK MARTIN	COMMITTEE MEMBER	4	$22,330	$22,030	$0	$44,360	5
GARY PETRONI	COMMITTEE MEMBER	4	$22,330	$22,030	$0	$44,360	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$22,330	$22,030	$0	$44,360	12
RICHARD LEIN	COMMITTEE MEMBER	4	$22,330	$2,030	$0	$24,360	2
MIGUEL FOSTER	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2
GEORGE HARDY	COMMITTEE MEMBER	4	$0	$0	$0	$0	4

2010 · 10 people listed · 6 paid, $201K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
STATE STREET BANK AND TRUST COMPANY Institution	TRUSTEE	4	$35,467	$20,850	$0	$56,317	12
SUZANNE PARANJPE PHD	COMMITTEE CHAIR	6	$33,000	$0	$0	$33,000	5
JACK MARTIN	COMMITTEE MEMBER	4	$28,000	$0	$0	$28,000	5
GARY PETRONI	COMMITTEE MEMBER	4	$28,000	$0	$0	$28,000	10
FRANCINE PARKER	COMMITTEE MEMBER	4	$28,000	$0	$0	$28,000	12
RICHARD LEIN	COMMITTEE MEMBER	4	$28,000	$0	$0	$28,000	2
WENDY FIELDS-JACOBS	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
MIGUEL FOSTER	COMMITTEE MEMBER	4	$0	$0	$0	$0	3
DAVID BURTCH	COMMITTEE MEMBER	4	$0	$0	$0	$0	2
COMERICA BANK Institution	TRUSTEE	4	$0	$0	$0	$0	346

Highest-paid independent contractors

2024 · 3 contractors · $509K

Name	Location	Service	Paid
HAMLIN CAPITAL MANAGEMENT	NEW YORK, NY	INVESTMENT MANAGER	$202,866
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$183,151
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGER	$123,145

2023 · 3 contractors · $444K

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$200,910
HAMLIN CAPITAL MANAGEMENT	NEW YORK, NY	INVESTMENT MANAGER	$133,497
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGER	$110,084

2022 · 5 contractors · $713K

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$202,343
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$173,988
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGER	$117,122
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$112,909
MILLIMAN INC	SEATTLE, WA	ACTUARIAL SERVICES	$106,344

2021 · 5 contractors · $859K

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$218,556
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$214,708
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$154,354
SAGE FINANCIAL GROUP	AUSTIN, TX	INVESTMENT MANAGER	$144,873
MORGAN STANLEY SMITH BARNEY LLC	PURCHASE, NY	INVESTMENT MANAGER	$126,706

2020 · 5 contractors · $1.0M

Name	Location	Service	Paid
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$251,322
BENESYS INC	TROY, MI	PLAN ADMINISTRATION	$223,234
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$208,757
SAGE FINANCIAL GROUP	AUSTIN, TX	INVESTMENT MANAGER	$205,981
CVS PHARMACY INC	WOONSOCKET, RI	ADMINISTRATIVE SERVICES	$139,490

2019 · 5 contractors · $1.0M

Name	Location	Service	Paid
HAMLIN CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$240,253
BENESYS INC	TROY, MI	BENEFITS ADMINISTRATION	$237,939
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$226,122
ANTHEM BCBS OF WISCONSIN	WAUKESHA, WI	BENEFITS ADMINISTRATION	$162,580
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$152,840

2018 · 5 contractors · $1.1M

Name	Location	Service	Paid
HAMLIN CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$300,927
BENESYS INC	TROY, MI	BENEFITS ADMINISTRATION	$238,847
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$216,839
ANTHEM BCBS OF WISCONSIN	WAUKESHA, WI	BENEFITS ADMINISTRATION	$177,885
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$135,497

2017 · 5 contractors · $1.1M

Name	Location	Service	Paid
HAMLIN CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$283,187
BENESYS INC	TROY, MI	BENEFITS ADMINISTRATION	$250,744
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$222,365
ANTHEM BCBS OF WISCONSIN	WAUKESHA, WI	BENEFITS ADMINISTRATION	$199,634
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$163,327

2016 · 5 contractors · $1.2M

Name	Location	Service	Paid
HAMLIN CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$266,476
BENESYS INC	TROY, MI	BENEFITS ADMINISTRATION	$257,875
REINHART PARTNERS INC	MEQUON, WI	INVESTMENT MANAGER	$234,885
ANTHEM BCBS OF WISCONSIN	WAUKESHA, WI	BENEFITS ADMINISTRATION	$228,403
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$169,331

2015 · 5 contractors · $1.2M

Name	Location	Service	Paid
HAMLIN	NEW YORK, NY	INVESTMENT MANAGER	$273,898
BLUE CROSS AND BLUE SHIELD OF WISCONSIN	MILWAUKEE, WI	BENEFITS ADMINISTRATION	$269,345
BENESYS INC	TROY, MI	BENEFITS ADMINISTRATION	$259,526
REINHART PARTNERS	MEQUON, WI	INVESTMENT MANAGER	$241,340
LOOMIS SAYLES & COMPANY LP	BOSTON, MA	INVESTMENT MANAGER	$178,074

2014 · 5 contractors · $1.5M

Name	Location	Service	Paid
BLUE CROSS AND BLUE SHIELD OF WISCONSIN	MILWAUKEE, WI	BENEFITS ADMINISTRATION	$328,476
REINHART PARTNERS	MEQUON, WI	INVESTMENT MANAGER	$326,977
HAMLIN	NEW YORK, NY	INVESTMENT MANAGER	$309,816
BENESYS INC	TROY, MI	BENEFITS ADMINISTRATION	$267,967
TRADEWINDS	CHICAGO, IL	INVESTMENT MANAGER	$251,066

2013 · 5 contractors · $1.6M

Name	Service	Paid
BLUE CROSS AND BLUE SHIELD OF WISCONSIN	BENEFITS ADMINISTRATION	$351,582
HAMLIN	INVESTMENT MANAGER	$339,022
REINHART PARTNERS	INVESTMENT MANAGER	$310,139
TRADEWINDS	INVESTMENT MANAGER	$286,299
SILVERSCRIPT INSURANCE COMPANY	BENEFITS ADMINISTRATION	$286,155

2012 · 5 contractors · $1.5M

Name	Location	Service	Paid
BLUE CROSS AND BLUE SHIELD OF WISCONSIN	MILWAUKEE, WI	BENEFITS ADMINISTRATION	$417,905
BENESYS INC	TROY, MI	PLAN ADMINISTRATOR	$302,278
REINHART PARTNERS	MEQUON, WI	INVESTMENT MANAGER	$300,481
HAMLIN	NEW YORK, NY	INVESTMENT MANAGER	$284,073
LOOMIS SAYLES & COMPANY	PHILADELPHIA, PA	INVESTMENT MANAGER	$242,970

2011 · 5 contractors · $1.8M

Name	Location	Service	Paid
BENESYS INC	TROY, MI	PLAN ADMINISTRATOR	$541,666
BLUE CROSS AND BLUE SHIELD OF WISCONSIN	MILWAUKEE, WI	BENEFITS ADMINISTRATION	$490,605
REINHART PARTNERS	MEQUON, WI	INVESTMENT MANAGER	$284,415
LOOMIS SAYLES & COMPANY	PHILADELPHIA, PA	INVESTMENT MANAGER	$250,625
TRADEWINDS GLOBAL INVESTORS LLC	LOS ANGELES, CA	INVESTMENT MANAGER	$199,538

2010 · 5 contractors · $1.7M

Name	Location	Service	Paid
BLUE CROSS AND BLUE SHIELD OF WISCONSIN	MILWAUKEE, WI	BENEFITS ADMINISTRATION	$549,668
BENESYS INC	TROY, MI	PLAN ADMINISTRATOR	$360,189
LOOMIS SAYLES & COMPANY	PHILADELPHIA, PA	INVESTMENT MANAGER	$292,872
REINHART PARTNERS	MEQUON, WI	INVESTMENT MANAGER	$281,719
THE SEGAL COMPANY	WASHINGTON, DC	ACTUARY, BENEFITS CONSULTANT	$224,727

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 period ending 2024-12-31 · view filing · original 990 ↗
$21,595,074	$19,575,256	$376,350,312	$375,166,088	$0	$1,819,188	$220,494	0	1
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$17,681,898	$17,584,031	$368,425,763	$366,242,433	$0	$1,506,200	$204,216	0	1
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
-$9,597,183	$18,482,547	$360,666,266	$358,033,264	$0	$1,560,000	$142,696	0	1
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$16,022,619	$15,226,021	$425,750,969	$421,596,978	$0	$2,234,951	$151,230	0	1
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$23,254,215	$17,060,467	$423,871,301	$422,476,089	$0	$4,154,835	$151,230	0	1
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$28,446,094	$25,594,630	$392,612,544	$390,568,447	$0	$4,844,457	$200,966	0	1
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$31,267,715	$28,014,171	$369,364,440	$367,463,676	$0	$10,970,928	$190,253	0	1
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$26,628,921	$29,487,454	$395,834,642	$395,043,147	$0	$10,571,215	$179,525	0	2
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$25,142,568	$31,556,928	$378,798,429	$377,923,075	$0	$10,700,394	$169,426	0	2
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$29,680,149	$30,934,006	$371,919,920	$370,120,291	$0	$10,437,066	$175,946	0	3
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$39,185,574	$30,082,849	$395,990,482	$394,931,675	$0	$12,332,009	$187,812	0	3
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$31,711,685	$28,872,231	$382,992,290	$381,306,349	$0	$9,291,458	$188,679	0	3
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$32,753,816	$33,443,422	$382,117,101	$378,063,796	$0	$11,706,948	$195,159	0	0
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$33,618,079	$35,794,878	$373,554,647	$372,623,227	$0	$14,113,765	$196,874	0	0
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$31,551,370	$37,170,387	$374,213,350	$370,350,917	$0	$16,324,742	$180,467	0	0

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 · $19,575,256 spent · pay $220,494 · grants $0 · events $6,170

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$18,134,383	-	-	-	92.6%
Fees: investment management		$584,286	-	-	-	3.0%
Other (as described)	MISCELLANEOUS EXPENSE	$317,866	-	-	-	1.6%
Pay: officers, directors, trustees, key employees		$220,494	-	-	-	1.1%
Fees: accounting		$91,890	-	-	-	0.5%
Fees: other services		$77,548	-	-	-	0.4%
Insurance		$59,330	-	-	-	0.3%
Fees: legal		$55,950	-	-	-	0.3%
Office expenses		$19,747	-	-	-	0.1%
Other (as described)	FIDELITY BOND	$6,549	-	-	-	0.0%
Conferences, conventions and meetings		$6,170	-	-	-	0.0%
Other (as described)	ADMINISTRATIVE FEE	$1,043	-	-	-	0.0%
Total		$19,575,256				100%

View the filing

2023 · Form 990 · $17,584,031 spent · pay $204,216 · grants $0 · events $8,988

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$16,322,211	-	-	-	92.8%
Fees: investment management		$455,352	-	-	-	2.6%
Other (as described)	ADMINISTRATIVE FEE	$264,181	-	-	-	1.5%
Pay: officers, directors, trustees, key employees		$204,216	-	-	-	1.2%
Fees: other services		$91,362	-	-	-	0.5%
Office expenses		$67,540	-	-	-	0.4%
Fees: accounting		$62,190	-	-	-	0.4%
Insurance		$60,649	-	-	-	0.3%
Fees: legal		$40,155	-	-	-	0.2%
Conferences, conventions and meetings		$8,988	-	-	-	0.1%
Other (as described)	FIDELITY BOND	$6,549	-	-	-	0.0%
Other (as described)	MISCELLANEOUS EXPENSE	$638	-	-	-	0.0%
Total		$17,584,031				100%

View the filing

2022 · Form 990 · $18,482,547 spent · pay $142,696 · grants $0 · events $2,216

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$17,102,856	-	-	-	92.5%
Fees: investment management		$632,966	-	-	-	3.4%
Fees: management		$283,740	-	-	-	1.5%
Pay: officers, directors, trustees, key employees		$142,696	-	-	-	0.8%
Fees: other services		$106,344	-	-	-	0.6%
Insurance		$85,732	-	-	-	0.5%
Fees: accounting		$59,005	-	-	-	0.3%
Fees: legal		$30,893	-	-	-	0.2%
Office expenses		$28,896	-	-	-	0.2%
Other (as described)	FIDELITY BOND	$6,358	-	-	-	0.0%
Conferences, conventions and meetings		$2,216	-	-	-	0.0%
Other (as described)	MISCELLANEOUS EXPENSE	$845	-	-	-	0.0%
Total		$18,482,547				100%

View the filing

2021 · Form 990 · $15,226,021 spent · pay $151,230 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$13,700,009	-	-	-	90.0%
Fees: investment management		$780,869	-	-	-	5.1%
Fees: management		$303,913	-	-	-	2.0%
Pay: officers, directors, trustees, key employees		$151,230	-	-	-	1.0%
Insurance		$87,998	-	-	-	0.6%
Fees: other services		$76,472	-	-	-	0.5%
Fees: accounting		$56,365	-	-	-	0.4%
Office expenses		$37,863	-	-	-	0.2%
Fees: legal		$23,606	-	-	-	0.2%
Other (as described)	FIDELITY BOND	$6,320	-	-	-	0.0%
Other (as described)	MISCELLANEOUS EXPENSE	$1,376	-	-	-	0.0%
Total		$15,226,021				100%

View the filing

2020 · Form 990 · $17,060,467 spent · pay $151,230 · grants $0 · events $1,004

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$15,334,480	-	-	-	89.9%
Fees: investment management		$913,401	-	-	-	5.4%
Fees: management		$356,237	-	-	-	2.1%
Pay: officers, directors, trustees, key employees		$151,230	-	-	-	0.9%
Fees: other services		$100,134	-	-	-	0.6%
Insurance		$87,276	-	-	-	0.5%
Office expenses		$50,981	-	-	-	0.3%
Fees: accounting		$36,884	-	-	-	0.2%
Fees: legal		$21,786	-	-	-	0.1%
Other (as described)	FIDELITY BOND	$6,320	-	-	-	0.0%
Conferences, conventions and meetings		$1,004	-	-	-	0.0%
Other (as described)	MISCELLANEOUS EXPENSE	$734	-	-	-	0.0%
Total		$17,060,467				100%

View the filing

2019 · Form 990 · $25,594,630 spent · pay $200,966 · grants $0 · events $3,676

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$23,772,141	-	-	-	92.9%
Fees: investment management		$863,689	-	-	-	3.4%
Fees: other services		$272,966	-	-	-	1.1%
Fees: management		$237,928	-	-	-	0.9%
Pay: officers, directors, trustees, key employees		$200,966	-	-	-	0.8%
Insurance		$94,743	-	-	-	0.4%
Office expenses		$62,194	-	-	-	0.2%
Fees: legal		$47,169	-	-	-	0.2%
Fees: accounting		$38,500	-	-	-	0.2%
Conferences, conventions and meetings		$3,676	-	-	-	0.0%
Other (as described)	PCORI EXPENSES	$658	-	-	-	0.0%
Total		$25,594,630				100%

View the filing

2018 · Form 990 · $28,014,171 spent · pay $190,253 · grants $0 · events $2,316

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$26,165,048	-	-	-	93.4%
Fees: investment management		$896,344	-	-	-	3.2%
Fees: other services		$303,319	-	-	-	1.1%
Fees: management		$238,847	-	-	-	0.9%
Pay: officers, directors, trustees, key employees		$190,253	-	-	-	0.7%
Insurance		$102,160	-	-	-	0.4%
Office expenses		$39,601	-	-	-	0.1%
Fees: accounting		$38,000	-	-	-	0.1%
Fees: legal		$37,433	-	-	-	0.1%
Conferences, conventions and meetings		$2,316	-	-	-	0.0%
Other (as described)	PCORI EXPENSES	$850	-	-	-	0.0%
Total		$28,014,171				100%

View the filing

2017 · Form 990 · $29,487,454 spent · pay $179,525 · grants $0 · events $5,114

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$27,557,454	-	-	-	93.5%
Fees: investment management		$921,712	-	-	-	3.1%
Fees: other services		$305,872	-	-	-	1.0%
Fees: management		$250,744	-	-	-	0.9%
Pay: officers, directors, trustees, key employees		$179,525	-	-	-	0.6%
Insurance		$103,508	-	-	-	0.4%
Fees: legal		$86,751	-	-	-	0.3%
Fees: accounting		$38,000	-	-	-	0.1%
Office expenses		$37,764	-	-	-	0.1%
Conferences, conventions and meetings		$5,114	-	-	-	0.0%
Other (as described)	PCORI EXPENSES	$1,010	-	-	-	0.0%
Total		$29,487,454				100%

View the filing

2016 · Form 990 · $31,556,928 spent · pay $169,426 · grants $0 · events $5,474

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$29,705,520	-	-	-	94.1%
Fees: investment management	$922,864	-	-	-	2.9%
Fees: other services	$296,886	-	-	-	0.9%
Fees: management	$257,875	-	-	-	0.8%
Pay: officers, directors, trustees, key employees	$169,426	-	-	-	0.5%
Insurance	$109,142	-	-	-	0.3%
Office expenses	$38,074	-	-	-	0.1%
Fees: accounting	$36,537	-	-	-	0.1%
Fees: legal	$15,130	-	-	-	0.0%
Conferences, conventions and meetings	$5,474	-	-	-	0.0%
Total	$31,556,928				100%

View the filing

2015 · Form 990 · $30,934,006 spent · pay $175,946 · grants $0 · events $1,538

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$28,942,031	-	-	-	93.6%
Fees: investment management	$963,136	-	-	-	3.1%
Fees: other services	$365,164	-	-	-	1.2%
Fees: management	$259,526	-	-	-	0.8%
Pay: officers, directors, trustees, key employees	$175,946	-	-	-	0.6%
Insurance	$138,680	-	-	-	0.4%
Office expenses	$43,089	-	-	-	0.1%
Fees: accounting	$35,723	-	-	-	0.1%
Fees: legal	$9,173	-	-	-	0.0%
Conferences, conventions and meetings	$1,538	-	-	-	0.0%
Total	$30,934,006				100%

View the filing

2014 · Form 990 · $30,082,849 spent · pay $187,812 · grants $0 · events $4,517

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$27,509,200	-	-	-	91.4%
Fees: investment management	$1,410,458	-	-	-	4.7%
Fees: other services	$464,763	-	-	-	1.5%
Fees: management	$267,967	-	-	-	0.9%
Pay: officers, directors, trustees, key employees	$187,812	-	-	-	0.6%
Insurance	$139,597	-	-	-	0.5%
Office expenses	$40,948	-	-	-	0.1%
Fees: accounting	$32,546	-	-	-	0.1%
Fees: legal	$25,041	-	-	-	0.1%
Conferences, conventions and meetings	$4,517	-	-	-	0.0%
Total	$30,082,849				100%

View the filing

2013 · Form 990 · $28,872,231 spent · pay $188,679 · grants $0 · events $8,480

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$25,893,888	-	-	-	89.7%
Fees: investment management	$1,437,205	-	-	-	5.0%
Fees: other services	$768,283	-	-	-	2.7%
Fees: management	$283,223	-	-	-	1.0%
Pay: officers, directors, trustees, key employees	$188,679	-	-	-	0.7%
Insurance	$147,132	-	-	-	0.5%
Office expenses	$77,851	-	-	-	0.3%
Fees: accounting	$34,684	-	-	-	0.1%
Fees: legal	$32,806	-	-	-	0.1%
Conferences, conventions and meetings	$8,480	-	-	-	0.0%
Total	$28,872,231				100%

View the filing

2012 · Form 990 · $33,443,422 spent · pay $195,159 · grants $0 · events $209

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$30,866,237	-	-	-	92.3%
Fees: investment management	$1,252,650	-	-	-	3.7%
Fees: other services	$567,713	-	-	-	1.7%
Fees: management	$302,278	-	-	-	0.9%
Pay: officers, directors, trustees, key employees	$195,159	-	-	-	0.6%
Insurance	$160,067	-	-	-	0.5%
Office expenses	$39,806	-	-	-	0.1%
Fees: accounting	$36,438	-	-	-	0.1%
Fees: legal	$22,865	-	-	-	0.1%
Conferences, conventions and meetings	$209	-	-	-	0.0%
Total	$33,443,422				100%

View the filing

2011 · Form 990 · $35,794,878 spent · pay $196,874 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$32,936,079	-	-	-	92.0%
Fees: investment management		$1,183,026	-	-	-	3.3%
Other (as described)	PLAN ADMINISTRATION	$541,666	-	-	-	1.5%
Other (as described)	BENEFIT ADMINISTRATION	$517,368	-	-	-	1.4%
Pay: officers, directors, trustees, key employees		$196,874	-	-	-	0.6%
Insurance		$175,000	-	-	-	0.5%
Fees: other services		$130,148	-	-	-	0.4%
Office expenses		$53,050	-	-	-	0.1%
Fees: accounting		$36,443	-	-	-	0.1%
Fees: legal		$22,878	-	-	-	0.1%
All other expenses		$2,346	-	-	-	0.0%
Total		$35,794,878				100%

View the filing

2010 · Form 990 · $37,170,387 spent · pay $180,467 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$34,363,224	-	-	-	92.4%
Fees: investment management		$966,982	-	-	-	2.6%
Other (as described)	BENEFIT ADMINISTRATION	$549,668	-	-	-	1.5%
Fees: other services		$404,042	-	-	-	1.1%
Other (as described)	PLAN ADMINISTRATION	$360,189	-	-	-	1.0%
Insurance		$184,125	-	-	-	0.5%
Pay: officers, directors, trustees, key employees		$180,467	-	-	-	0.5%
Fees: legal		$70,818	-	-	-	0.2%
Office expenses		$48,782	-	-	-	0.1%
Fees: accounting		$34,240	-	-	-	0.1%
All other expenses		$7,850	-	-	-	0.0%
Total		$37,170,387				100%

View the filing