ECW HEALTH BENEFIT TRUST & PLAN ELECTRIC COALITION OF WISCONSIN
Cite this
Plain text ECW HEALTH BENEFIT TRUST & PLAN ELECTRIC COALITION OF WISCONSIN. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/391879477. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). ECW HEALTH BENEFIT TRUST & PLAN ELECTRIC COALITION OF WISCONSIN [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/391879477
MLA “ECW HEALTH BENEFIT TRUST & PLAN ELECTRIC COALITION OF WISCONSIN.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/391879477. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $5.9M · expenses $6.2M · assets $8.7M
- EIN
- 39-1879477
- Address
- 489 N OAKWOOD ST, TOMAH, WI 54660-5162
- NTEE code
- Y43
- Subsection
- 501(c)(9)
- Ruling year
- 2014
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THE MEMBERS OF THE ELECTRIC COALITION OF WISCONSIN, INC.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 25 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
25 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Russ Falkenberg | DIRECTOR | 2022-2024 | 1 | $0 reported | 2 |
| Bill Gneiser | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Steve Lucas | DIRECTOR | 2013-2024 | 1 | $0 reported | 2 |
| Amy Martin | SEC/TREASURE | 2022-2024 | 2 | $0 reported | 1 |
| Lila Shower | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Tim Stewart | VICE PRESIDE | 2013-2024 | 2 | $0 reported | 2 |
| Chris Tackmann | PRESIDENT | 2019-2024 | 2 | $0 reported | 1 |
| Mike Wade (former) | PRESIDENT (- | 2013-2022 | 2 | $0 reported | 3 |
| Shannon Clark (former) | DIRECTOR (-J | 2013-2022 | 1 | $0 reported | 1 |
| Kriss Krause (former) | DIRECTOR | 2018-2022 | 1 | $0 reported | 1 |
| Dean Ortmann (former) | DIRECTOR (-A | 2017-2022 | 1 | $0 reported | 2 |
| Charlene Ferraro (former) | DIRECTOR (SE | 2018-2021 | 1 | $0 reported | 1 |
| Jay Porter (former) | DIRECTOR | 2016-2019 | 1 | $0 reported | 1 |
| Bruce Ardelt (former) | SECRETARY | 2013-2018 | 2 | $0 reported | 2 |
| Deb Smith (former) | DIRECTOR | 2017 | 1 | $0 reported | 1 |
| Byron Nolde Kriss Krause (former) | DIRECTOR | 2017 | 1 | $0 reported | 1 |
| Mike Ward (former) | VICE PRESIDE | 2017 | 0 | $0 reported | 1 |
| Byron Nolde (former) | DIRECTOR | 2013-2016 | 1 | $0 reported | 1 |
| Debbie Smith (former) | DIRECTOR | 2013-2016 | 2 | $0 reported | 1 |
| Todd Howard Sept-Dec (former) | DIRECTOR | 2016 | 1 | $0 reported | 1 |
| Dean Ortmann Jan (former) | DIRECTOR | 2016 | 1 | $0 reported | 1 |
| Marty Hillert Sept-Jul (former) | DIRECTOR | 2015 | 0 | $0 reported | 1 |
| Todd Howard (former) | DIRECTOR | 2013-2015 | 2 | $0 reported | 2 |
| Jay Porter Aug (former) | DIRECTOR | 2015 | 2 | $0 reported | 1 |
| Marty Hillert (former) | PRESIDENT | 2013 | 0 | $0 reported | 1 |
People by year
2024 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RUSS FALKENBERG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL GNEISER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| AMY MARTIN | SEC/TREASURE | 2 | $0 | $0 | $0 | $0 | 1 |
| LILA SHOWER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS TACKMANN | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RUSS FALKENBERG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL GNEISER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| AMY MARTIN | SEC/TREASURE | 2 | $0 | $0 | $0 | $0 | 1 |
| LILA SHOWER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS TACKMANN | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 11 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHANNON CLARK | DIRECTOR (-J | 1 | $0 | $0 | $0 | $0 | 1 |
| RUSS FALKENBERG | DIRECTOR (AP | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL GNEISER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISS KRAUSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| AMY MARTIN | SEC/TREASURE | 2 | $0 | $0 | $0 | $0 | 1 |
| DEAN ORTMANN | DIRECTOR (-A | 1 | $0 | $0 | $0 | $0 | 2 |
| LILA SHOWER | DIRECTOR (AU | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS TACKMANN | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | PRESIDENT (- | 2 | $0 | $0 | $0 | $0 | 3 |
2021 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHANNON CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLENE FERRARO | DIRECTOR (SE | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL GNEISER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISS KRAUSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| DEAN ORTMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM STEWART | SECRETARY/TR | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS TACKMANN | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 3 |
2020 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHANNON CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLENE FERRARO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL GNEISER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISS KRAUSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| DEAN ORTMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM STEWART | SECRETARY/TR | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS TACKMANN | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 3 |
2019 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHANNON CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLENE FERRARO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISS KRAUSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| DEAN ORTMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAY PORTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS TACKMANN | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 3 |
2018 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY PORTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE ARDELT | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| CHARLENE FERRARO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEAN ORTMANN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KRISS KRAUSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| SHANNON CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 3 |
| TIM STEWART | TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
2017 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY PORTER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRUCE ARDELT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| DEB SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEAN ORTMANN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| BYRON NOLDE KRISS KRAUSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| SHANNON CLARK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE WARD | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | TREASURER | 0 | $0 | $0 | $0 | $0 | 2 |
2016 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRUCE ARDELT | SECRETARY/TR | 1 | $0 | $0 | $0 | $0 | 2 |
| SHANNON CLARK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 2 |
| BYRON NOLDE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBBIE SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 2 |
| TODD HOWARD SEPT-DEC | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JAY PORTER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DEAN ORTMANN JAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRUCE ARDELT | SECRETARY/TR | 1 | $0 | $0 | $0 | $0 | 2 |
| SHANNON CLARK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 2 |
| BYRON NOLDE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBBIE SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE LUCAS | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 2 |
| MARTY HILLERT SEPT-JUL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| TODD HOWARD | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| MIKE WADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 3 |
| JAY PORTER AUG | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARTY HILLERT | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| TIM STEWART | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 2 |
| BRUCE ARDELT | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| TODD HOWARD | TREASURER | 0 | $0 | $0 | $0 | $0 | 2 |
| SHANNON CLARK | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE WADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 3 |
| STEVE LUCAS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| BYRON NOLDE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DEBBIE SMITH | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2022 · 1 contractor · $100K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $100,461 |
2021 · 1 contractor · $108K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $108,304 |
2020 · 1 contractor · $118K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $117,963 |
2019 · 1 contractor · $150K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $150,378 |
2018 · 1 contractor · $151K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $151,266 |
2017 · 1 contractor · $198K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $197,688 |
2016 · 1 contractor · $172K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $172,207 |
2015 · 1 contractor · $169K
| Name | Location | Service | Paid |
|---|---|---|---|
| AUXIANT | MADISON, WI | ADMINISTRATOR | $169,117 |
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 | ||||||||
| $5,895,986 | $6,157,903 | $8,710,558 | $8,670,653 | $0 | $5,541,603 | - | 0 | - |
| 2023 · Form 990 | ||||||||
| $5,883,534 | $5,321,485 | $8,952,490 | $8,932,570 | $0 | $5,424,589 | - | 0 | - |
| 2022 · Form 990 | ||||||||
| $5,704,744 | $5,450,068 | $8,370,521 | $8,370,521 | $0 | $5,316,484 | - | 0 | - |
| 2021 · Form 990 | ||||||||
| $5,525,100 | $4,749,035 | $8,115,845 | $8,115,845 | $0 | $5,485,179 | - | 0 | - |
| 2020 · Form 990 | ||||||||
| $5,904,584 | $4,426,966 | $7,339,780 | $7,339,780 | $0 | $5,898,932 | - | 0 | - |
| 2019 · Form 990 | ||||||||
| $6,251,565 | $4,954,864 | $5,996,789 | $5,862,162 | $0 | $6,208,679 | - | 0 | - |
| 2018 · Form 990 | ||||||||
| $6,411,304 | $5,609,541 | $4,633,778 | $4,565,461 | $0 | $6,324,318 | - | 0 | - |
| 2017 · Form 990 | ||||||||
| $5,958,547 | $5,376,987 | $3,784,252 | $3,763,698 | $0 | $5,912,185 | - | 0 | - |
| 2016 · Form 990 | ||||||||
| $5,962,984 | $5,319,613 | $3,299,512 | $3,182,138 | $0 | $5,953,799 | - | 0 | - |
| 2015 · Form 990 | ||||||||
| $5,414,732 | $5,327,982 | $2,635,155 | $2,535,978 | $0 | $5,414,576 | - | 0 | - |
| 2013 · Form 990 | ||||||||
| $5,154,326 | $4,305,260 | $2,602,912 | $2,246,932 | $0 | $5,154,173 | - | 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 · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| M&I RETIREE HEALTH BENEFITS TRUST | WI | Y43 | $4,012,474 | $5,478,925 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ATC MANAGEMENT INC WELFARE BENEFIT TR | WI | Y43 | $9,768,469 | $9,315,855 | Trustee | $21,078 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| THE NML BENEFIT PLANS TRUST | WI | Y43 | $3,611,442 | $101,808 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN | MA | Y43 | $10,494,403 | $10,770,416 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| CO SERV ELECTRIC GROUP HEALTH BENEFIT PLAN TR | TX | Y43 | $10,448,513 | $10,429,974 | TRUSTEE | $1,277,565 | Same NTEE code Y43, revenue within 2x, similar name |
| THE WAGMAN COMPANIES INC EMPLOYEE WELFARE BENEFIT TRUST | PA | Y43 | $7,153,485 | $5,929,730 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| COALITION FOR CONTROLLING INS COSTS IN CA SCHOOLS HEALTH & WELFARE TR | CA | Y43 | $11,207,147 | $12,289,658 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| MINNESOTA CREDIT UNION EMPLOYEE BENEFITS PLAN TR | MN | Y43 | $6,311,269 | $6,311,269 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| ALABAMA BANKERS ASSOCIATION HEALTH BENEFIT TR | TN | Y43 | $6,985,638 | $6,978,098 | DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| WASHINGTON BUSINESS SERVICES HEALTH TRUST | WA | Y43 | $11,686,169 | $11,563,053 | ADMINISTRATOR | $275,677 | Same NTEE code Y43, revenue within 2x, similar mission |
| WASHINGTON RETAIL HEALTH TRUST | WA | Y43 | $5,984,828 | $5,952,137 | ADMINISTRATOR | $275,677 | Same NTEE code Y43, revenue within 2x, similar mission |
| SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST | CA | Y43 | $10,108,276 | $9,516,454 | TRUSTEE | $1,134 | Same NTEE code Y43, revenue within 2x, similar mission |
| ASSOCIATED GENERAL CONTRACTORS HEALTH BENEFIT TR AK WA CHAPTERS | WA | Y43 | $10,319,112 | $10,265,721 | TRUSTEE | $264,062 | Same NTEE code Y43, revenue within 2x, similar mission |
| CHAMBER ASSOCIATION BENEFIT PLAN TRUST | WV | Y43 | $9,213,895 | $10,241,741 | PLAN ADMINISTRATOR | $13,976 | Same NTEE code Y43, revenue within 2x, similar mission |
| CLEAT BENEFIT TRUST | TX | Y43 | $3,894,061 | $3,715,584 | MANAGING TRUSTEE | $164,405 | Same NTEE code Y43, revenue within 2x, similar mission |
| UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST | DC | Y43 | $4,356,593 | $3,963,924 | COMMITTEE CHAIR | $135,819 | Same NTEE code Y43, revenue within 2x, similar mission |
| WASHINGTON MANUFACTURING HEALTH TRUST | WA | Y43 | $4,132,516 | $4,119,259 | ADMINISTRATOR | $275,677 | Same NTEE code Y43, revenue within 2x, similar mission |
| ALABAMA PHARMACY ASSOCIATION HEALTH AND WELFARE PLAN | AL | Y43 | $9,309,363 | $8,805,179 | DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| LOCAL NO 840 I B E W HEALTH INSURANCE PLAN | NY | Y43 | $4,404,791 | $3,942,459 | FUND ADMINISTRATOR | $106,139 | Same NTEE code Y43, revenue within 2x, similar mission |
| CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TR | CT | Y43 | $3,726,537 | $1,026,879 | TRUSTEE | $301,016 | Same NTEE code Y43, revenue within 2x, similar mission |
| LEISURE CARE HEALTH BENEFITS TRUST | WA | Y43 | $11,678,037 | $11,678,037 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST | TX | Y43 | $3,544,497 | $3,446,691 | VP/CFO | $290,736 | Same NTEE code Y43, revenue within 2x, similar mission |
| EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST | CA | Y43 | $6,628,674 | $6,591,995 | Trustee | $0 | Same NTEE code Y43, revenue within 2x |
| NWA-ECH HEALTH PLAN | IN | Y43 | $9,277,361 | $8,503,813 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR | VA | Y43 | $5,580,872 | $12,153,202 | TRUSTEE | $14,312 | Same NTEE code Y43, revenue within 2x, similar mission |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $6,157,903 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,063,107 | - | - | - | 82.2% | |
| Other (as described) | INSURANCE PREMIUMS | $759,031 | - | - | - | 12.3% |
| Other (as described) | ADMINISTATIVE FEES | $128,891 | - | - | - | 2.1% |
| Other (as described) | AGENT FEES | $87,215 | - | - | - | 1.4% |
| All other expenses | $76,887 | - | - | - | 1.2% | |
| Other (as described) | BANK SERVICE CHARGES | $42,772 | - | - | - | 0.7% |
| Total | $6,157,903 | 100% |
2023 · Form 990 · $5,321,485 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,236,092 | - | - | - | 79.6% | |
| Other (as described) | REINSURNACE PREMIUMS | $693,024 | - | - | - | 13.0% |
| Other (as described) | ADMINISTATIVE FEES | $205,314 | - | - | - | 3.9% |
| Other (as described) | AGENT FEES | $83,063 | - | - | - | 1.6% |
| All other expenses | $56,510 | - | - | - | 1.1% | |
| Other (as described) | PROFESSIONAL FEES | $47,482 | - | - | - | 0.9% |
| Total | $5,321,485 | 100% |
2022 · Form 990 · $5,450,068 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,402,569 | - | - | - | 80.8% | |
| Other (as described) | INSURANCE PREMIUMS | $768,587 | - | - | - | 14.1% |
| Other (as described) | ADMINISTATIVE FEES | $100,462 | - | - | - | 1.8% |
| Other (as described) | AGENT FEES | $80,908 | - | - | - | 1.5% |
| Fees: accounting | $51,720 | - | - | - | 0.9% | |
| All other expenses | $32,722 | - | - | - | 0.6% | |
| Other (as described) | INSURANCE | $13,100 | - | - | - | 0.2% |
| Total | $5,450,068 | 100% |
2021 · Form 990 · $4,749,035 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,757,792 | - | - | - | 79.1% | |
| Other (as described) | INSURANCE PREMIUMS | $756,903 | - | - | - | 15.9% |
| Other (as described) | ADMINISTATIVE FEES | $108,310 | - | - | - | 2.3% |
| Other (as described) | AGENT FEES | $79,610 | - | - | - | 1.7% |
| All other expenses | $30,406 | - | - | - | 0.6% | |
| Other (as described) | INSURANCE | $15,709 | - | - | - | 0.3% |
| Fees: legal | $305 | - | - | - | 0.0% | |
| Total | $4,749,035 | 100% |
2020 · Form 990 · $4,426,966 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,495,741 | - | - | - | 79.0% | |
| Other (as described) | INSURANCE PREMIUMS | $687,021 | - | - | - | 15.5% |
| Other (as described) | ADMINISTATIVE FEES | $117,963 | - | - | - | 2.7% |
| Other (as described) | AGENT FEES | $72,973 | - | - | - | 1.6% |
| All other expenses | $37,982 | - | - | - | 0.9% | |
| Other (as described) | INSURANCE | $15,011 | - | - | - | 0.3% |
| Fees: legal | $275 | - | - | - | 0.0% | |
| Total | $4,426,966 | 100% |
2019 · Form 990 · $4,954,864 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,990,527 | - | - | - | 80.5% | |
| Other (as described) | INSURANCE PREMIUMS | $680,298 | - | - | - | 13.7% |
| Other (as described) | ADMINISTATIVE FEES | $150,376 | - | - | - | 3.0% |
| Other (as described) | AGENT FEES | $72,053 | - | - | - | 1.5% |
| All other expenses | $33,659 | - | - | - | 0.7% | |
| Other (as described) | PPO FEES | $15,881 | - | - | - | 0.3% |
| Fees: accounting | $11,825 | - | - | - | 0.2% | |
| Fees: legal | $245 | - | - | - | 0.0% | |
| Total | $4,954,864 | 100% |
2018 · Form 990 · $5,609,541 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,721,221 | - | - | - | 84.2% | |
| Other (as described) | INSURANCE PREMIUMS | $602,050 | - | - | - | 10.7% |
| Other (as described) | ADMINISTATIVE FEES | $151,265 | - | - | - | 2.7% |
| Other (as described) | AGENT FEES | $64,900 | - | - | - | 1.2% |
| All other expenses | $35,019 | - | - | - | 0.6% | |
| Fees: accounting | $18,350 | - | - | - | 0.3% | |
| Other (as described) | PPO FEES | $16,351 | - | - | - | 0.3% |
| Fees: legal | $385 | - | - | - | 0.0% | |
| Total | $5,609,541 | 100% |
2017 · Form 990 · $5,376,987 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,552,450 | - | - | - | 84.7% | |
| Other (as described) | INSURANCE PREMIUMS | $491,957 | - | - | - | 9.1% |
| Other (as described) | ADMINISTATIVE FEES | $197,687 | - | - | - | 3.7% |
| Other (as described) | AGENT FEES | $54,040 | - | - | - | 1.0% |
| All other expenses | $48,722 | - | - | - | 0.9% | |
| Other (as described) | PPO FEES | $17,166 | - | - | - | 0.3% |
| Fees: accounting | $14,815 | - | - | - | 0.3% | |
| Fees: legal | $150 | - | - | - | 0.0% | |
| Total | $5,376,987 | 100% |
2016 · Form 990 · $5,319,613 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,569,581 | - | - | - | 85.9% | |
| Other (as described) | REINSURANCE PREMIUMS | $456,296 | - | - | - | 8.6% |
| Other (as described) | ADMINISTATIVE FEES | $172,207 | - | - | - | 3.2% |
| Other (as described) | AGENT FEES | $50,424 | - | - | - | 0.9% |
| All other expenses | $38,102 | - | - | - | 0.7% | |
| Other (as described) | PPO FEES | $16,399 | - | - | - | 0.3% |
| Fees: accounting | $16,225 | - | - | - | 0.3% | |
| Fees: legal | $379 | - | - | - | 0.0% | |
| Total | $5,319,613 | 100% |
2015 · Form 990 · $5,327,982 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,618,477 | - | - | - | 86.7% | |
| Other (as described) | INSURANCE PREMIUMS | $419,715 | - | - | - | 7.9% |
| Other (as described) | ADMINISTATIVE FEES | $169,116 | - | - | - | 3.2% |
| Other (as described) | AGENT FEES | $45,539 | - | - | - | 0.9% |
| All other expenses | $38,202 | - | - | - | 0.7% | |
| Other (as described) | AFFORDABLE CARE ACT FEES | $19,002 | - | - | - | 0.4% |
| Fees: accounting | $17,800 | - | - | - | 0.3% | |
| Fees: legal | $131 | - | - | - | 0.0% | |
| Total | $5,327,982 | 100% |
2013 · Form 990 · $4,305,260 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,608,837 | - | - | - | 83.8% | |
| Other (as described) | INSURANCE PREMIUMS | $411,967 | - | - | - | 9.6% |
| Other (as described) | ADMINISTRATIVE FEES | $140,957 | - | - | - | 3.3% |
| Other (as described) | AGENT FEES | $46,789 | - | - | - | 1.1% |
| All other expenses | $41,304 | - | - | - | 1.0% | |
| Other (as described) | AFFORDABLE CARE ACT FEES | $28,981 | - | - | - | 0.7% |
| Fees: accounting | $23,450 | - | - | - | 0.5% | |
| Fees: other services | $2,500 | - | - | - | 0.1% | |
| Fees: legal | $475 | - | - | - | 0.0% | |
| Total | $4,305,260 | 100% |