STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF

Cite this

Plain text THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/371542425. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/371542425

MLA “THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/371542425. Accessed 19 Oct. 2026.

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

2024 · Form 990 · revenue $4.4M · expenses $2.7M · assets $31.0M

Also known as
CERTAIN RETIRED EMPLOYEES OF KUCC
EIN
37-1542425
Address
60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2007
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE MEDICAL AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE RETIREES OF KENNECOTT UTAH COPPER LLC AND THEIR ELIGIBLE SPOUSES AND DEPENDENTS, AS PROVIDED UNDER PROVISIONS OF THE TRUST, AS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 24 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

24 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David J Kins TRUSTEE2010-2024 1 $0 reported 3
Chris Youngmark TRUSTEE2022-2024 1 $0 reported 3
Mark Goodwin CO-CHAIRMAN (THRU 3/4/24)2018-2024 1 $0 reported 1
Linc Greenhalgh CO-CHAIRMAN (FROM 3/4/24)2024 1 $0 reported 1
Wayne Holland Jr TRUSTEE2024 1 $0 reported 2
Kathy Karinen TRUSTEE (THRU 2/1/24)2022-2024 1 $0 reported 1
Adam Tanner TRUSTEE2014-2024 1 $0 reported 1
Julene Persinger TRUSTEE (FROM 2/1/24)2024 1 $0 reported 1
Wayne Holland (former) TRUSTEE2010-2023 1 $0 reported 1
Christopher Sepp (former) TRUSTEE (THRU 3/21/2022)2016-2022 1 $0 reported 1
Katherine G Horigan (former) TRUSTEE2019-2021 1 $0 reported 1
Davis Kins (former) TRUSTEE2017-2020 1 $0 reported 1
Thomas F Duzak (former) CO-CHAIRMAN2010-2018 5 $0 reported 3
Clay Collins (former) CO-CHAIRMAN (THRU 10/2018)2016-2018 1 $0 reported 1
Christopher Stepp (former) TRUSTEE2017 1 $0 reported 1
Jason Combes (former) Co-chairman2013-2016 0 $0 reported 1
Cori Petersen (former) TRustee2014-2016 0 $0 reported 1
Dustin Rissmiller (former) TRUSTEE2012-2014 0 $0 reported 1
Susan Springer (former) TRUSTEE2010-2013 0 $0 reported 1
Lynn Cardy-Yates (former) TRUSTEE2012-2013 0 $0 reported 1
Cori Peterson (former) TRUSTEE2013 0 $0 reported 1
Patrick Keenan (former) CO-CHAIRMAN2010-2012 0 $0 reported 1
Stanley Heal (former) TRUSTEE2010-2012 0 $0 reported 1
Stanley Hall (former) TRUSTEE2011 0 $0 reported 1

People by year

2024 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Goodwin CO-CHAIRMAN (THRU 3/4/24)1 $0$0$0 $01
Linc Greenhalgh CO-CHAIRMAN (FROM 3/4/24)1 $0$0$0 $01
Wayne Holland Jr TRUSTEE1 $0$0$0 $02
Kathy Karinen TRUSTEE (THRU 2/1/24)1 $0$0$0 $01
David J Kins TRUSTEE1 $0$0$0 $03
Adam Tanner TRUSTEE1 $0$0$0 $01
Julene Persinger TRUSTEE (FROM 2/1/24)1 $0$0$0 $01
Chris Youngmark TRUSTEE1 $0$0$0 $03
2023 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK GOODWIN CO-CHAIRMAN1 $0$0$0 $01
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
KATHY KARINEN TRUSTEE1 $0$0$0 $01
DAVID KINS TRUSTEE1 $0$0$0 $03
ADAM TANNER TRUSTEE1 $0$0$0 $01
CHRIS YOUNGMARK TRUSTEE1 $0$0$0 $03
2022 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK GOODWIN CO-CHAIRMAN1 $0$0$0 $01
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
KATHY KARINEN TRUSTEE1 $0$0$0 $01
DAVID KINS TRUSTEE1 $0$0$0 $03
CHRISTOPHER SEPP TRUSTEE (THRU 3/21/2022)1 $0$0$0 $01
ADAM TANNER TRUSTEE1 $0$0$0 $01
CHRIS YOUNGMARK TRUSTEE1 $0$0$0 $03
2021 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK GOODWIN CO-CHAIRMAN1 $0$0$0 $01
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
KATHERINE G HORIGAN TRUSTEE1 $0$0$0 $01
DAVID KINS TRUSTEE1 $0$0$0 $03
CHRISTOPHER SEPP TRUSTEE1 $0$0$0 $01
ADAM TANNER TRUSTEE1 $0$0$0 $01
2020 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK GOODWIN CO-CHAIRMAN1 $0$0$0 $01
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
KATHERINE G HORIGAN TRUSTEE1 $0$0$0 $01
DAVIS KINS TRUSTEE1 $0$0$0 $01
CHRISTOPHER SEPP TRUSTEE1 $0$0$0 $01
ADAM TANNER TRUSTEE1 $0$0$0 $01
2019 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK GOODWIN CO-CHAIRMAN1 $0$0$0 $01
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
KATHERINE G HORIGAN TRUSTEE1 $0$0$0 $01
DAVIS KINS TRUSTEE1 $0$0$0 $01
CHRISTOPHER SEPP TRUSTEE1 $0$0$0 $01
ADAM TANNER TRUSTEE1 $0$0$0 $01
2018 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLAY COLLINS CO-CHAIRMAN (THRU 10/2018)1 $0$0$0 $01
THOMAS F DUZAK CO-CHAIRMAN5 $0$0$0 $03
MARK GOODWIN CO-CHAIRMAN (AS OF 11/2018)1 $0$0$0 $01
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
DAVIS KINS TRUSTEE1 $0$0$0 $01
CHRISTOPHER SEPP TRUSTEE1 $0$0$0 $01
ADAM TANNER TRUSTEE1 $0$0$0 $01
2017 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLAY COLLINS CO-CHAIRMAN1 $0$0$0 $01
THOMAS F DUZAK CO-CHAIRMAN5 $0$0$0 $03
WAYNE HOLLAND TRUSTEE1 $0$0$0 $01
DAVIS KINS TRUSTEE1 $0$0$0 $01
CHRISTOPHER STEPP TRUSTEE1 $0$0$0 $01
ADAM TANNER TRUSTEE1 $0$0$0 $01
2016 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS F DUZAK co-chairman5 $0$0$0 $03
wayne holland trustee0 $0$0$0 $01
david kins trustee0 $0$0$0 $03
JASON COMBES Co-chairman0 $0$0$0 $01
CORI PETERSEN TRustee0 $0$0$0 $01
ADAM TANNER Trustee0 $0$0$0 $01
CHRISTOPHER SEPP TRustee0 $0$0$0 $01
CLAY COLLINS CO-CHairman0 $0$0$0 $01
2015 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS F DUZAK co-chairman5 $0$0$0 $03
wayne holland trustee0 $0$0$0 $01
david kins trustee0 $0$0$0 $03
JASON COMBES Co-chairman0 $0$0$0 $01
CORI PETERSEN TRustee0 $0$0$0 $01
ADAM TANNER Trustee0 $0$0$0 $01
2014 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS F DUZAK CO-CHAIRMAN5 $0$0$0 $03
WAYNE HOLLAND TRUSTEE0 $0$0$0 $01
DAVID KINS TRUSTEE0 $0$0$0 $03
DUSTIN RISSMILLER TRUSTEE0 $0$0$0 $01
JASON COMBES TRUSTEE0 $0$0$0 $01
CORI PETERSEN TRUSTEE0 $0$0$0 $01
ADAM TANNER TRUSTEE0 $0$0$0 $01
2013 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS DUZAK CO-CHAIRMAN5 $0$0$0 $03
SUSAN SPRINGER TRUSTEE0 $0$0$0 $01
WAYNE HOLLAND TRUSTEE0 $0$0$0 $01
DAVID KINS TRUSTEE0 $0$0$0 $03
DUSTIN RISSMILLER TRUSTEE0 $0$0$0 $01
LYNN CARDY-YATES TRUSTEE0 $0$0$0 $01
JASON COMBES TRUSTEE0 $0$0$0 $01
CORI PETERSON TRUSTEE0 $0$0$0 $01
2012 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS DUZAK CO-CHAIRMAN5 $0$0$0 $03
PATRICK KEENAN CO-CHAIRMAN0 $0$0$0 $01
SUSAN SPRINGER TRUSTEE0 $0$0$0 $01
STANLEY HEAL TRUSTEE0 $0$0$0 $01
WAYNE HOLLAND TRUSTEE0 $0$0$0 $01
DAVID KINS TRUSTEE0 $0$0$0 $03
DUSTIN RISSMILLER TRUSTEE0 $0$0$0 $01
LYNN CARDY-YATES TRUSTEE0 $0$0$0 $01
2011 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS DUZAK CO-CHAIRMAN5 $0$0$0 $03
PATRICK KEENAN CO-CHAIRMAN0 $0$0$0 $01
SUSAN SPRINGER TRUSTEE0 $0$0$0 $01
STANLEY HALL TRUSTEE0 $0$0$0 $01
WAYNE HOLLAND TRUSTEE0 $0$0$0 $01
DAVID KINS TRUSTEE0 $0$0$0 $03
2010 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS DUZAK CO-CHAIRMAN5 $0$0$0 $03
PATRICK KEENAN CO-CHAIRMAN0 $0$0$0 $01
SUSAN SPRINGER TRUSTEE0 $0$0$0 $01
STANLEY HEAL TRUSTEE0 $0$0$0 $01
WAYNE HOLLAND TRUSTEE0 $0$0$0 $01
DAVID KINS TRUSTEE0 $0$0$0 $03

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 ↗
$4,438,836$2,743,984 $30,998,272$30,989,956 $0$3,293,555 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$3,963,156$3,029,393 $27,860,978$27,854,380 $0$3,085,947 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$3,096,818$3,243,732 $24,427,377$24,423,031 $0$2,828,080 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$3,950,937$3,342,010 $27,835,327$27,824,997 $0$2,816,250 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$4,162,583$3,308,569 $26,291,574$26,287,523 $0$2,965,234 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$3,890,154$3,565,531 $24,029,308$24,024,476 $0$3,037,548 $000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$3,794,929$3,816,084 $21,507,206$21,503,674 $0$3,097,611 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$3,399,155$3,928,080 $23,051,582$23,042,486 $0$2,904,219 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$3,129,793$4,458,281 $21,730,077$21,725,534 $0$2,444,160 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$3,442,685$4,634,798 $22,065,192$22,058,786 $0$2,542,509 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$7,242,374$4,463,717 $24,684,819$24,681,519 $0$2,432,336 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$4,242,666$4,323,170 $25,633,900$25,633,900 $0$2,470,717 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$5,104,255$3,039,191 $25,006,702$25,002,649 $0$2,372,975 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$3,086,902$2,957,455 $23,175,537$23,175,487 $0$2,549,778 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$3,024,880$3,233,813 $23,409,858$23,404,358 $0$2,254,657 $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
THE WAGMAN COMPANIES INC EMPLOYEE WELFARE BENEFIT TRUSTPAY43 $7,153,485$5,929,730 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
USW YOKOHAMA TIRE RETIREES HEALTH AND WELFARE TRUSTPAY43 $7,543,147$3,949,683 INSTITUTIONAL TRUSTEE$7,500 Same NTEE code Y43, revenue within 2x, same state
BUTLER WORKS HOURLY AND SALARIED UNION RETIREES HEALTH CARE FUNDPAY43 $2,560,818$6,376,569 TRUSTEE$14,375 Same NTEE code Y43, revenue within 2x, same state, similar mission
USW RETIREES OF THE DANA CORPORATION HEALTH CARE TRPAY43 $4,290,456$7,761,937 CHAIRMAN$32,818 Same NTEE code Y43, revenue within 2x, same state
RETIREES OF VEYANCE TECHNOLOGIES - HEALTH CARE TRUSTPAY43 $2,521,928$5,142,270 COMMITTEE CHAIRMAN$16,000 Same NTEE code Y43, revenue within 2x, same state
PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUSTPAY43 $3,539,569$874,787 VEBA COMMITTEE MEMBER$287,703 Same NTEE code Y43, revenue within 2x, same state
PITTSBURGH FIRE FIGHTERS LOCAL 1 RETIREE MEDICAL TRUSTPAY43 $3,533,569$171,257 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
WHEELING-PITTSBURGH STEEL CORPORATION RETIREE BENEFITS PLANPAY43 $4,937,273$5,128,764 TRUSTEE$35,446 Same NTEE code Y43, revenue within 2x, same state, similar mission
POST-RET HEALTHCARE BENEFIT TR FOR BARGAINING UNIT ONCOR PARTICIPANTSPAY43 $4,208,604$4,779,731 TRUSTEE (SEE SCHEDULE O)$0 Same NTEE code Y43, revenue within 2x, same state
GRANITE STATE ELECTRIC COMPANY POST RETIREMENT BENEFIT TRUST FOR THEPAY43 $5,878,087$11,177,430 TRUSTEE (SEE SCHEDULE O)$5,937 Same NTEE code Y43, revenue within 2x, same state
REPUBLIC RETIREE VEBA BENEFIT TRPAY43 $6,978,916$8,855,939 TRUSTEE$4,667 Same NTEE code Y43, revenue within 2x, same state
GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TRPAY43 $3,499,015$1,407,245 TRUSTEE$4,000 Same NTEE code Y43, revenue within 2x, same state
SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TRPAY43 $7,355,095$4,629,217 TRUSTEE$12,848 Same NTEE code Y43, revenue within 2x, same state
POST-RETIREMENT LIFE INS BENEFIT TR FOR ONCOR PARTICIPANTSPAY43 $8,126,996$8,010,313 TRUSTEE (SEE SCHEDULE O)$0 Same NTEE code Y43, revenue within 2x, same state
JEWISH COMMUNITY HEALTH PLANPAY43 $7,426,137$7,421,991 CHAIR$0 Same NTEE code Y43, revenue within 2x, same state
RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TRPAY43 $2,328,273$4,692,968 TRUSTEE (SEE SCHEDULE O)$2,315 Same NTEE code Y43, revenue within 2x, same state
MID AMERICA ENERGY CO MASTER VEBA TRUST AGREEMENT FOR BARGAINING EESPAY43 $6,196,920$7,159,868 TRUSTEE (SEE SCHEDULE O)$49,717 Same NTEE code Y43, revenue within 2x, same state
AK STEEL CORPORATION VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIAITONPAY43 $2,725,738$169,396 TRUSTEE (See Schedule O)$7,500 Same NTEE code Y43, revenue within 2x, same state
ORMET CORPORATION HANNIBAL OHIO HOURLY RETIREE BENEFIT TRPAY43 $3,062,247$3,579,073 INSTITUTIONAL TRUSTEE$65,253 Same NTEE code Y43, revenue within 2x, same state
USW USS INSTITUTE FOR CAREER DEVELOPMENT TRPAY43 $3,100,000$2,890,694 DIRECTOR$0 Same NTEE code Y43, revenue within 2x, same state
PNG COMPANIES LLC EMPLOYEES MASTER TR IIPAY43 $4,702,212$6,146,234 INSTITUTIONAL TRUSTEE$31,842 Same NTEE code Y43, revenue within 2x, same state
KEYSPAN CORPORATION LIFE INSURANCE MASTER TR FOR MANAGEMENT EMPLOYEESPAY43 $6,768,536$6,172,764 TRUSTEE (SEE SCHEDULE O)$16,612 Same NTEE code Y43, revenue within 2x, same state
TITAN TIRE CORPORATION VOLUNTARY RETIREE BENEFIT TRUSTPAY43 $2,851,798$3,202,686 COMM. MEMBER$0 Same NTEE code Y43, revenue within 2x, same state
AEPS UMWA RETIREE MEDICAL TRPAY43 $2,444,932$36,995 TRUSTEE (SEE SCHEDULE O)$4,909 Same NTEE code Y43, revenue within 2x, same state
MIDAMERICAN ENERGY CO MASTER VEBA TRUST AGREEMENT FOR NONBARGAININGPAY43 $8,409,285$11,475,261 (SEE SCHEDULE O)$68,487 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 · $2,743,984 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,563,862--- 93.4%
Fees: other services $78,658--- 2.9%
Fees: legal $25,114--- 0.9%
Insurance $23,977--- 0.9%
Fees: accounting $23,716--- 0.9%
Fees: investment management $22,000--- 0.8%
Office expenses $6,657--- 0.2%
Total$2,743,984100%

View the filing

2023 · Form 990 · $3,029,393 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,867,992--- 94.7%
Fees: other services $77,495--- 2.6%
Insurance $24,067--- 0.8%
Fees: accounting $22,880--- 0.8%
Fees: investment management $22,000--- 0.7%
Fees: legal $10,985--- 0.4%
Office expenses $3,974--- 0.1%
Total$3,029,393100%

View the filing

2022 · Form 990 · $3,243,732 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,091,129--- 95.3%
Other (as described)ADMINISTRATIVE EXPENSE $43,372--- 1.3%
Fees: other services $23,469--- 0.7%
Insurance $22,917--- 0.7%
Fees: accounting $21,000--- 0.6%
Fees: legal $20,522--- 0.6%
Fees: investment management $16,973--- 0.5%
Office expenses $4,176--- 0.1%
Other (as described)OTHER FEES $174--- 0.0%
Total$3,243,732100%

View the filing

2021 · Form 990 · $3,342,010 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,193,048--- 95.5%
Other (as described)ADMINISTRATIVE EXPENSE $43,297--- 1.3%
Fees: other services $26,000--- 0.8%
Fees: investment management $25,982--- 0.8%
Insurance $22,084--- 0.7%
Fees: accounting $20,500--- 0.6%
Fees: legal $6,221--- 0.2%
Office expenses $4,680--- 0.1%
Other (as described)OTHER FEES $198--- 0.0%
Total$3,342,010100%

View the filing

2020 · Form 990 · $3,308,569 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,164,713--- 95.7%
Other (as described)ADMINISTRATIVE EXPENSE $42,585--- 1.3%
Fees: other services $24,944--- 0.8%
Fees: investment management $22,424--- 0.7%
Insurance $21,600--- 0.7%
Fees: accounting $19,500--- 0.6%
Fees: legal $8,861--- 0.3%
Office expenses $3,751--- 0.1%
Other (as described)OTHER FEES $191--- 0.0%
Total$3,308,569100%

View the filing

2019 · Form 990 · $3,565,531 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,418,248--- 95.9%
Other (as described)ADMINISTRATIVE EXPENSE $43,731--- 1.2%
Fees: investment management $21,692--- 0.6%
Insurance $21,459--- 0.6%
Fees: other services $20,390--- 0.6%
Fees: accounting $19,500--- 0.5%
Fees: legal $18,041--- 0.5%
Office expenses $2,224--- 0.1%
Other (as described)OTHER FEES $246--- 0.0%
Total$3,565,531100%

View the filing

2018 · Form 990 · $3,816,084 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,682,610--- 96.5%
Other (as described)ADMINISTRATIVE EXPENSE $41,760--- 1.1%
Fees: investment management $21,987--- 0.6%
Fees: accounting $21,400--- 0.6%
Insurance $20,594--- 0.5%
Fees: other services $18,150--- 0.5%
Fees: legal $6,453--- 0.2%
Office expenses $2,873--- 0.1%
Other (as described)OTHER FEES $257--- 0.0%
Total$3,816,084100%

View the filing

2017 · Form 990 · $3,928,080 spent · pay $0 · grants $0 · events $476
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,787,326--- 96.4%
Other (as described)ADMINISTRATIVE EXPENSE $41,441--- 1.1%
Fees: other services $25,335--- 0.6%
Fees: accounting $21,750--- 0.6%
Fees: investment management $21,492--- 0.5%
Insurance $21,260--- 0.5%
Fees: legal $4,695--- 0.1%
Office expenses $4,052--- 0.1%
Conferences, conventions and meetings $476--- 0.0%
Other (as described)OTHER FEES $253--- 0.0%
Total$3,928,080100%

View the filing

2016 · Form 990 · $4,458,281 spent · pay $0 · grants $0 · events $674
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,309,271--- 96.7%
Other (as described)administrative expense $41,158--- 0.9%
Fees: other services $31,498--- 0.7%
Fees: investment management $21,143--- 0.5%
Insurance $20,922--- 0.5%
Fees: accounting $18,900--- 0.4%
Fees: legal $10,663--- 0.2%
Office expenses $2,225--- 0.0%
Other (as described)bank fees $1,397--- 0.0%
Conferences, conventions and meetings $674--- 0.0%
Other (as described)fees $291--- 0.0%
Other (as described)PHONE EXPENSE $139--- 0.0%
Total$4,458,281100%

View the filing

2015 · Form 990 · $4,634,798 spent · pay $0 · grants $0 · events $2,571
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,492,130--- 96.9%
Other (as described)administrative expense $41,272--- 0.9%
Fees: other services $26,000--- 0.6%
Fees: investment management $21,823--- 0.5%
Fees: accounting $21,400--- 0.5%
Insurance $20,456--- 0.4%
Fees: legal $5,402--- 0.1%
Conferences, conventions and meetings $2,571--- 0.1%
Other (as described)bank fees $2,108--- 0.0%
Office expenses $1,178--- 0.0%
Other (as described)fees $304--- 0.0%
Other (as described)PHONE EXPENSE $154--- 0.0%
Total$4,634,798100%

View the filing

2014 · Form 990 · $4,463,717 spent · pay $0 · grants $0 · events $3,946
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,320,464--- 96.8%
Other (as described)ADMINISTRATIVE EXPENSE $41,625--- 0.9%
Fees: investment management $22,000--- 0.5%
Fees: other services $21,893--- 0.5%
Insurance $21,056--- 0.5%
Fees: accounting $19,875--- 0.4%
Other (as described)BANK FEES $6,246--- 0.1%
Fees: legal $5,006--- 0.1%
Conferences, conventions and meetings $3,946--- 0.1%
Office expenses $1,178--- 0.0%
Other (as described)FEES $275--- 0.0%
Other (as described)PHONE EXPENSE $125--- 0.0%
All other expenses $28--- 0.0%
Total$4,463,717100%

View the filing

2013 · Form 990 · $4,323,170 spent · pay $0 · grants $0 · events $1,431
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,174,218--- 96.6%
Fees: other services $40,176--- 0.9%
Other (as described)ADMINISTRATIVE EXPENSE $38,020--- 0.9%
Fees: investment management $22,000--- 0.5%
Insurance $20,026--- 0.5%
Fees: accounting $19,000--- 0.4%
Other (as described)BANK FEES $6,416--- 0.1%
Conferences, conventions and meetings $1,431--- 0.0%
Office expenses $1,421--- 0.0%
Other (as described)FEES $462--- 0.0%
Total$4,323,170100%

View the filing

2012 · Form 990 · $3,039,191 spent · pay $0 · grants $0 · events $2,613
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,906,385--- 95.6%
Other (as described)ADMINISTRATIVE EXPENSE $33,444--- 1.1%
Fees: other services $28,879--- 1.0%
Fees: investment management $22,000--- 0.7%
Fees: accounting $18,950--- 0.6%
Insurance $15,234--- 0.5%
Other (as described)BANK FEES $8,426--- 0.3%
Conferences, conventions and meetings $2,613--- 0.1%
Fees: legal $2,370--- 0.1%
Other (as described)MAILINGS AND POSTAGE $590--- 0.0%
Other (as described)FEES $300--- 0.0%
Total$3,039,191100%

View the filing

2011 · Form 990 · $2,957,455 spent · pay $0 · grants $0 · events $4,788
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,821,615--- 95.4%
Fees: other services $35,750--- 1.2%
Other (as described)ADMINISTRATIVE EXPENSE $32,891--- 1.1%
Fees: accounting $18,900--- 0.6%
Fees: investment management $16,637--- 0.6%
Insurance $13,072--- 0.4%
Other (as described)BANK FEES $8,678--- 0.3%
Conferences, conventions and meetings $4,788--- 0.2%
Fees: legal $4,402--- 0.1%
Other (as described)MAILINGS AND POSTAGE $722--- 0.0%
Total$2,957,455100%

View the filing

2010 · Form 990 · $3,233,813 spent · pay $0 · grants $0 · events $9,429
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,085,507--- 95.4%
Fees: other services $35,139--- 1.1%
Other (as described)ADMINISTRATIVE EXPENSES $32,036--- 1.0%
Fees: investment management $21,925--- 0.7%
Fees: accounting $20,365--- 0.6%
Fees: legal $15,298--- 0.5%
Conferences, conventions and meetings $9,429--- 0.3%
Other (as described)BANK FEES $8,322--- 0.3%
Insurance $4,368--- 0.1%
Other (as described)MAILINGS AND POSTAGE $1,424--- 0.0%
Total$3,233,813100%

View the filing