ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST
Cite this
Plain text ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/391669331. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/391669331
MLA “ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/391669331. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $119.5M · expenses $84.6M · assets $168.1M
- Also known as
- Benefit Plans Trust
- EIN
- 39-1669331
- Address
- PO BOX 535007, PITTSBURGH, PA 15253-5007
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1989
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE VEBA EXISTS FOR THE EXCLUSIVE PURPOSE OF FUNDING HOSPITAL/MEDICAL DENTAL AND LIFE INSURANCE BENEFITS FOR ELIGIBLE ACTIVE EMPLOYEES RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 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 |
|---|---|---|---|---|---|
| Bny Mellon Institution | TRUSTEE - SEE SCH O | 2011-2024 | $10,725 | $338,407 | 1456 |
| The Bank Of New York M Institution (former) | TRUSTEE - SEE SCH O | 2019 | $36,335 | $36,335 | 45 |
Unpaid officers and directors · 6 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Karen Radford | DIRECTOR | 2011-2024 | 1 |
| Terrance L Mcgill | DIRECTOR | 2011-2024 | 1 |
| Stephen J Wuori | DIRECTOR | 2011-2024 | 1 |
| Rick Greenawalt | PRESIDENT | 2011-2024 | 1 |
| Chris Kaitson | VP-LAW & ASSISTANT SECRETARY | 2011-2024 | 1 |
| Bruce A Stevenson | VP & SECRETARY | 2011-2024 | 1 |
People by year
2024 · 7 people listed · 1 paid, $11K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $10,725 | $0 | $0 | $10,725 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2023 · 7 people listed · 1 paid, $37K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $37,351 | $0 | $0 | $37,351 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2022 · 7 people listed · 1 paid, $63K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $62,917 | $0 | $0 | $62,917 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 7 people listed · 1 paid, $37K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $37,339 | $0 | $0 | $37,339 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 7 people listed · 1 paid, $3K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $2,970 | $0 | $0 | $2,970 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 7 people listed · 1 paid, $36K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK M Institution | TRUSTEE - SEE SCH O | 0 | $36,335 | $0 | $0 | $36,335 | 45 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2018 · 7 people listed · 1 paid, $38K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $37,928 | $0 | $0 | $37,928 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · 1 paid, $56K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $55,668 | $0 | $0 | $55,668 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2016 · 7 people listed · 1 paid, $6K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $6,328 | $0 | $0 | $6,328 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2015 · 7 people listed · 1 paid, $30K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $30,283 | $0 | $0 | $30,283 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2014 · 7 people listed · 1 paid, $30K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $29,751 | $0 | $0 | $29,751 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2013 · 7 people listed · 1 paid, $8K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 0 | $8,173 | - | - | $8,173 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | - | - | - | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | - | - | - | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | - | - | - | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | - | - | - | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | - | - | - | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | - | - | - | $0 | 1 |
2012 · 7 people listed · 1 paid, $11K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 5 | $10,939 | $0 | $0 | $10,939 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | - | - | - | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2011 · 7 people listed · 1 paid, $8K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE - SEE SCH O | 5 | $8,035 | $0 | $0 | $8,035 | 1456 |
| KAREN RADFORD | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE L MCGILL | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN J WUORI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICK GREENAWALT | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRUCE A STEVENSON | VP & SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $6.3M
2023 · 2 contractors · $6.3M
2022 · 3 contractors · $6.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $5,503,069 |
| MERCER RETIREE MAINTENANCE | PITTSBURGH, PA | ADMINISTRATION | $324,734 |
| CAREMARK | WOONSOCKET, RI | ADMINISTRATION | $213,754 |
2021 · 5 contractors · $6.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $4,567,144 |
| MERCER RETIREE MAINTENANCE | PITTSBURGH, PA | ADMINISTRATION | $942,577 |
| MORNEAU SHEPELL | PITTSBURGH, PA | ADMINISTRATION | $331,735 |
| UHC | PITTSBURGH, PA | ADMINISTRATION | $153,872 |
| CAREMARK | WOONSOCKET, RI | ADMINISTRATION | $117,201 |
2020 · 4 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $2,340,685 |
| MERCER RETIREE MAINTENANCE | PITTSBURGH, PA | ADMINISTRATION | $885,849 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $250,734 |
| CAREMARK | WOONSOCKET, RI | ADMINISTRATION | $125,248 |
2019 · 4 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $1,648,097 |
| MERCER RETIREE MAINTENANCE | PITTSBURGH, PA | ADMINISTRATION | $815,316 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $281,422 |
| CAREMARK | WOONSOCKET, RI | ADMINISTRATION | $132,200 |
2018 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $2,288,627 |
| MERCER RETIREE MAINTENANCE | PITTSBURGH, PA | ADMINISTRATION | $693,771 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $306,048 |
| VSP | COLUMBUS, OH | ADMINISTRATION | $190,631 |
| CAREMARK | WOONSOCKET, RI | ADMINISTRATION | $130,140 |
2017 · 3 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $2,317,727 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $279,812 |
| CAREMARK | WOONSOCKET, RI | ADMINISTRATION | $177,563 |
2016 · 2 contractors · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $4,523,352 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $287,568 |
2015 · 2 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $3,107,813 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $274,788 |
2014 · 2 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | PITTSBURGH, PA | ADMINISTRATION | $3,176,047 |
| THE HARTFORD | PITTSBURGH, PA | ADMINISTRATION | $269,656 |
2013 · 1 contractor · $263K
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS | ADMINISTRATION | $263,119 |
2012 · 3 contractors · $27.2M
2011 · 1 contractor · $191K
| Name | Location | Service | Paid |
|---|---|---|---|
| Pricewaterhouse Coopers | NEW YORK, NY | ACCOUNTING FEES | $191,057 |
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 | ||||||||
| $119,548,042 | $84,551,618 | $168,067,471 | $168,067,134 | $0 | $108,288,804 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $72,083,476 | $71,997,683 | $132,608,073 | $132,608,073 | $0 | $62,811,350 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $76,731,208 | $71,771,094 | $127,590,038 | $127,590,038 | $0 | $71,131,214 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $103,097,637 | $64,340,835 | $140,384,426 | $140,384,426 | $0 | $89,615,660 | $37,339 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $32,239,467 | $27,118,759 | $104,862,719 | $104,862,719 | $0 | $26,315,636 | $2,970 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $41,697,163 | $34,045,649 | $97,042,732 | $97,042,732 | $0 | $33,286,404 | $36,335 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $34,199,079 | $31,891,261 | $98,178,162 | $98,178,162 | $0 | $26,990,419 | $37,928 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $45,352,759 | $40,399,924 | $107,468,854 | $107,468,854 | $0 | $35,427,950 | $55,688 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $47,226,929 | $41,750,533 | $98,950,979 | $98,950,979 | $0 | $41,887,623 | $6,328 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $46,249,032 | $42,913,888 | $94,728,383 | $94,603,442 | $0 | $40,288,277 | $30,283 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $47,643,118 | $42,444,259 | $97,212,717 | $97,212,717 | $0 | $41,961,863 | $29,751 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $45,265,643 | $37,329,240 | $92,593,020 | $92,593,020 | $0 | $39,385,998 | $8,173 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $42,304,591 | $30,942,397 | $82,647,245 | $82,647,245 | $0 | $39,699,532 | $10,939 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $37,761,482 | $29,679,328 | $67,723,493 | $67,723,493 | $0 | $36,218,744 | $8,035 | 0 | 0 |
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| G B S INC EMPLOYEES WELFARE BENEFIT PLAN AND TRUST | OH | Not reported | $2,927,549 | $2,765,698 | Trustee | $285,000 | Similar name, revenue differs more than 10x, similar mission |
| SPX EMPLOYEES WELFARE BENEFIT TRUST | NY | Not reported | $21 | $89,109 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, similar mission |
| NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST | TX | R01 | $3,285,415 | $3,101,058 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, similar mission |
| C D I SERVICES INC EMPLOYEE BENEFIT PLAN TRUST | TN | Not reported | $250,562 | $235,203 | PRESIDENT/SE | $0 | Similar name, revenue differs more than 10x |
| MOSAIC EMPLOYEE WELFARE BENEFIT PLAN TRUST | NE | Not reported | $10,458,131 | $8,409,272 | CHIEF EXECUTIVE OFFICER | $1,157,854 | Similar name, revenue differs more than 10x |
| L&LENTERPRISES EMPLOYEE WELFARE BENEFIT PLAN TRUST | KS | Y43 | $2,209,721 | $1,925,278 | DIRECTOR/PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| ENERGY LABORATORIES INC EMPLOYEE WELFARE BENEFIT PLAN TRUST | MT | Not reported | $2,482,603 | $2,670,730 | Administrator | $268,557 | Similar name, revenue differs more than 10x |
| EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST | CA | Y43 | $6,628,674 | $6,591,995 | Trustee | $0 | Similar name, revenue differs more than 10x |
| PVFC EMPLOYEE WELFARE BENEFIT PLAN & TRUST | MD | Not reported | $18 | $4,554 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| BUDDIG EMPLOYEES WELFARE BENEFIT PLAN AND TRUST | IL | Not reported | $11,836,122 | $12,028,589 | TRUSTEE/PLAN ADMINISTRATOR | $0 | Similar name, revenue differs more than 10x |
| RICE DRYWALL INC EMPLOYEES WELFARE BENEFIT TRUST | CA | Not reported | $2,057,401 | $2,532,825 | TRUSTEE | $604,490 | Similar name, revenue differs more than 10x |
| CZARNOWSKI DISPLAY SERVICE INC EMPLOYEE WELFARE BENEFIT TR | IL | Not reported | $0 | $158,212 | Trustee | $0 | Similar name |
| TRANSCANADA USA SERVICES INC EMPLOYEE BENEFIT TRUST | TX | Y43 | $0 | $8,752 | TRUSTEE | $0 | Similar name |
| JOURNEYMASTERS INC EMPLOYEES WELFARE BENEFIT PLAN & TRUST | MA | Not reported | - | $10,337 | TRUSTEE | $0 | Similar name |
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 · $84,551,618 spent · pay $10,725 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $63,441,022 | - | - | - | 75.0% | |
| Other (as described) | DISTRIBUTION TO PLAN ADMINISTR | $13,123,310 | - | - | - | 15.5% |
| Other (as described) | ADMINISTRATIVE FEES | $6,424,492 | - | - | - | 7.6% |
| Other (as described) | UBTI TAX EXPENSE | $1,381,000 | - | - | - | 1.6% |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $143,139 | - | - | - | 0.2% |
| Fees: investment management | $27,930 | - | - | - | 0.0% | |
| Pay: disqualified persons | $10,725 | - | - | - | 0.0% | |
| Total | $84,551,618 | 100% |
2023 · Form 990 · $71,997,683 spent · pay $37,351 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $62,367,923 | - | - | - | 86.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $6,747,696 | - | - | - | 9.4% |
| Other (as described) | UBTI TAX EXPENSE | $2,675,000 | - | - | - | 3.7% |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $146,073 | - | - | - | 0.2% |
| Pay: disqualified persons | $37,351 | - | - | - | 0.1% | |
| Fees: investment management | $23,640 | - | - | - | 0.0% | |
| Total | $71,997,683 | 100% |
2022 · Form 990 · $71,771,094 spent · pay $62,917 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $59,243,667 | - | - | - | 82.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $6,402,327 | - | - | - | 8.9% |
| Other (as described) | UBTI TAX EXPENSE | $3,304,479 | - | - | - | 4.6% |
| Other (as described) | DISTRIBUTION TO PLAN ADMINISTR | $2,651,793 | - | - | - | 3.7% |
| Pay: disqualified persons | $62,917 | - | - | - | 0.1% | |
| Fees: investment management | $55,218 | - | - | - | 0.1% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $50,693 | - | - | - | 0.1% |
| Total | $71,771,094 | 100% |
2021 · Form 990 · $64,340,835 spent · pay $37,339 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $56,008,547 | - | - | - | 87.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $6,761,514 | - | - | - | 10.5% |
| Other (as described) | UBTI TAX EXPENSE | $1,502,000 | - | - | - | 2.3% |
| Pay: officers, directors, trustees, key employees | $37,339 | - | - | - | 0.1% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $19,008 | - | - | - | 0.0% |
| Fees: investment management | $12,427 | - | - | - | 0.0% | |
| Total | $64,340,835 | 100% |
2020 · Form 990 · $27,118,759 spent · pay $2,970 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,747,804 | - | - | - | 80.2% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,462,241 | - | - | - | 12.8% |
| Other (as described) | UBIT TAX EXPENSE | $1,860,000 | - | - | - | 6.9% |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $23,753 | - | - | - | 0.1% |
| Fees: investment management | $21,991 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,970 | - | - | - | 0.0% | |
| Total | $27,118,759 | 100% |
2019 · Form 990 · $34,045,649 spent · pay $36,335 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,129,063 | - | - | - | 62.1% | |
| Other (as described) | DISTRIBUTIONS TO PLAN ADMIN | $9,021,660 | - | - | - | 26.5% |
| Other (as described) | ADMINISTRATIVE FEES | $2,857,957 | - | - | - | 8.4% |
| Other (as described) | UBIT TAX EXPENSE | $907,000 | - | - | - | 2.7% |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $80,734 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $36,335 | - | - | - | 0.1% | |
| Fees: investment management | $12,900 | - | - | - | 0.0% | |
| Total | $34,045,649 | 100% |
2018 · Form 990 · $31,891,261 spent · pay $37,928 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,791,261 | - | - | - | 80.9% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,875,740 | - | - | - | 12.2% |
| Other (as described) | UBIT TAX EXPENSE | $1,890,266 | - | - | - | 5.9% |
| Fees: other services | $214,805 | - | - | - | 0.7% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $61,498 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $37,928 | - | - | - | 0.1% | |
| Fees: investment management | $19,763 | - | - | - | 0.1% | |
| Total | $31,891,261 | 100% |
2017 · Form 990 · $40,399,924 spent · pay $55,688 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,781,115 | - | - | - | 88.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,077,056 | - | - | - | 7.6% |
| Other (as described) | UBIT TAX EXPENSE | $1,295,000 | - | - | - | 3.2% |
| Pay: officers, directors, trustees, key employees | $55,688 | - | - | - | 0.1% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $52,041 | - | - | - | 0.1% |
| Fees: legal | $47,570 | - | - | - | 0.1% | |
| Fees: investment management | $46,371 | - | - | - | 0.1% | |
| Fees: accounting | $41,570 | - | - | - | 0.1% | |
| Fees: other services | $3,513 | - | - | - | 0.0% | |
| Total | $40,399,924 | 100% |
2016 · Form 990 · $41,750,533 spent · pay $6,328 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,530,772 | - | - | - | 85.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $5,229,265 | - | - | - | 12.5% |
| Other (as described) | UBIT TAX EXPENSE | $893,000 | - | - | - | 2.1% |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $34,727 | - | - | - | 0.1% |
| Fees: accounting | $33,450 | - | - | - | 0.1% | |
| Fees: investment management | $12,345 | - | - | - | 0.0% | |
| Fees: legal | $10,646 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $6,328 | - | - | - | 0.0% | |
| Total | $41,750,533 | 100% |
2015 · Form 990 · $42,913,888 spent · pay $30,283 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $37,929,102 | - | - | - | 88.4% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,839,814 | - | - | - | 8.9% |
| Other (as described) | UBIT TAX EXPENSE | $975,000 | - | - | - | 2.3% |
| Fees: other services | $49,034 | - | - | - | 0.1% | |
| Fees: accounting | $37,850 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $30,283 | - | - | - | 0.1% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $28,169 | - | - | - | 0.1% |
| Fees: investment management | $18,126 | - | - | - | 0.0% | |
| Fees: legal | $6,510 | - | - | - | 0.0% | |
| Total | $42,913,888 | 100% |
2014 · Form 990 · $42,444,259 spent · pay $29,751 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $37,908,675 | - | - | - | 89.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,611,877 | - | - | - | 8.5% |
| Other (as described) | UBIT TAX EXPENSE | $768,000 | - | - | - | 1.8% |
| Fees: other services | $34,227 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $29,751 | - | - | - | 0.1% | |
| Fees: accounting | $29,437 | - | - | - | 0.1% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $28,454 | - | - | - | 0.1% |
| Fees: investment management | $23,303 | - | - | - | 0.1% | |
| Fees: legal | $10,535 | - | - | - | 0.0% | |
| Total | $42,444,259 | 100% |
2013 · Form 990 · $37,329,240 spent · pay $8,173 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,692,112 | - | - | - | 90.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,385,878 | - | - | - | 9.1% |
| Other (as described) | UBIT TAX EXPENSE | $157,000 | - | - | - | 0.4% |
| Fees: investment management | $32,836 | - | - | - | 0.1% | |
| Fees: accounting | $26,733 | - | - | - | 0.1% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $26,483 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $8,173 | - | - | - | 0.0% | |
| Other (as described) | MISCELLANEOUS FEES | $25 | - | - | - | 0.0% |
| Total | $37,329,240 | 100% |
2012 · Form 990 · $30,942,397 spent · pay $10,939 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,230,856 | - | - | - | 88.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,341,725 | - | - | - | 10.8% |
| Other (as described) | UBIT TAX EXPENSE | $268,000 | - | - | - | 0.9% |
| Fees: accounting | $49,694 | - | - | - | 0.2% | |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $28,074 | - | - | - | 0.1% |
| Fees: investment management | $13,109 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $10,939 | - | - | - | 0.0% | |
| Total | $30,942,397 | 100% |
2011 · Form 990 · $29,679,328 spent · pay $8,035 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,391,805 | - | - | - | 88.9% | |
| Other (as described) | ADMINISTRATIVE FEES | $2,939,794 | - | - | - | 9.9% |
| Fees: accounting | $191,057 | - | - | - | 0.6% | |
| Other (as described) | UBIT TAX EXPENSE | $114,000 | - | - | - | 0.4% |
| Other (as described) | K-1 PORTFOLIO DEDUCTIONS | $22,883 | - | - | - | 0.1% |
| Fees: investment management | $11,754 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $8,035 | - | - | - | 0.0% | |
| Total | $29,679,328 | 100% |