STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL UNION OF OPERATING ENGINEERS-132 HEALTH & WELFARE FUN

Cite this

Plain text INTERNATIONAL UNION OF OPERATING ENGINEERS-132 HEALTH & WELFARE FUN. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/550455491. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). INTERNATIONAL UNION OF OPERATING ENGINEERS-132 HEALTH & WELFARE FUN [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/550455491

MLA “INTERNATIONAL UNION OF OPERATING ENGINEERS-132 HEALTH & WELFARE FUN.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/550455491. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $35.8M · expenses $41.3M · assets $138.1M

Also known as
Engineers Local 132 Health & Welfare Fd
EIN
55-0455491
Address
PO BOX 2626, HUNTINGTON, WV 25726-2626
NTEE code
-
Subsection
501(c)(9)
Ruling year
1962
Cross-check
ProPublica Nonprofit Explorer

Mission

Health Insurance Benefits for Union Members

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Charles Parker Trustee2014-2024 $225,103$225,103 10
Neil Huffman Trustee2016-2024 $208,656$208,656 2
Jerry W Moore (former) Office Manager2009-2011 $37,978$111,951 1
Al J Shurman (former) Trustee2009-2011 $7,500$22,500 2

Officers and directors, no compensation reported

5 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
D W Daniel Jr Trustee2009-2024 2 $0 reported 2
John Farley Trustee2012-2024 2 $0 reported 2
Rodney Marsh (former) Trustee2010-2015 2 $0 reported 4
Tommy G Plymale (former) Trustee2009-2013 2 $0 reported 3
Ronald L Burdette (former) Trustee2009 0 $0 reported 2

People by year

2024 · 4 people listed · 2 paid, $434K · 16 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$165,339$59,764 $225,10310
Neil Huffman Trustee2 $0$148,892$59,764 $208,6562
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
2023 · 4 people listed · none paid · 5 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2022 · 4 people listed · none paid · 44 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2021 · 4 people listed · none paid · 30 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2020 · 4 people listed · none paid · 27 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2019 · 4 people listed · none paid · 42 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2018 · 4 people listed · none paid · 39 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2017 · 4 people listed · none paid · 35 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2016 · 4 people listed · none paid · 11 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
Neil Huffman Trustee2 $0$0$0 $02
2015 · 4 people listed · none paid · 27 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
Rodney Marsh Trustee2 $0$0$0 $04
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
2014 · 4 people listed · none paid · 44 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Parker Trustee2 $0$0$0 $010
Rodney Marsh Trustee2 $0$0$0 $04
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
2013 · 4 people listed · none paid · 12 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tommy G Plymale Trustee2 $0$0$0 $03
Rodney Marsh Trustee2 $0$0$0 $04
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
2012 · 4 people listed · none paid · 24 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tommy G Plymale Trustee2 $0$0$0 $03
Rodney Marsh Trustee2 $0$0$0 $04
D W Daniel Jr Trustee2 $0$0$0 $02
John Farley Trustee2 $0$0$0 $02
2011 · 5 people listed · 2 paid, $45K · 22 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jerry W Moore Office Manager8 $37,978$0$0 $37,9781
Al J Shurman Trustee3 $7,500$0$0 $7,5002
Tommy G Plymale Trustee2 $0$0$0 $03
D W Daniel Jr Trustee2 $0$0$0 $02
Rodney Marsh Trustee2 $0$0$0 $04
2010 · 5 people listed · 2 paid, $45K · 18 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jerry W Moore Office Manager8 $37,173$0$0 $37,1731
Al J Shurman Trustee3 $7,500$0$0 $7,5002
Tommy G Plymale Trustee2 $0$0$0 $03
Rodney Marsh Trustee2 $0$0$0 $04
D W Daniel Jr Trustee2 $0$0$0 $02
2009 · 5 people listed · 2 paid, $44K · 23 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jerry W Moore Office Manager20 $36,800$0$0 $36,8001
Al J Shurman Trustee0 $7,500$0$0 $7,5002
Tommy G Plymale Trustee0 $0$0$0 $03
Ronald L Burdette Trustee0 $0$0$0 $02
D W Daniel Jr Trustee0 $0$0$0 $02

Highest-paid independent contractors

2022 · 1 contractor · $985K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$984,946
2021 · 1 contractor · $992K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$992,183
2020 · 1 contractor · $1.1M
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$1,058,553
2019 · 1 contractor · $1.6M
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$1,568,394
2018 · 1 contractor · $1.9M
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$1,873,049
2017 · 1 contractor · $1.3M
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$1,300,500
2016 · 1 contractor · $867K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$867,490
2015 · 1 contractor · $924K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$923,502
2014 · 1 contractor · $957K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$957,059
2013 · 1 contractor · $924K
NameLocationServicePaid
Anthem Blue CrossPPO Administrator$923,672
2012 · 1 contractor · $836K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administrator$836,198
2011 · 2 contractors · $828K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administration$727,430
C S McKee LPPittsburgh, PAInvestment Mgmt$100,494
2010 · 1 contractor · $648K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administration$647,798
2009 · 1 contractor · $595K
NameLocationServicePaid
Anthem Blue CrossCleveland, OHPPO Administration$594,871

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 2025-06-30 · view filing · original 990 ↗
$35,807,770$41,274,714 $138,076,139$136,203,870 $0$29,432,233 $0160
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$39,866,789$40,066,447 $138,340,273$136,734,341 $0$36,302,570 $050
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$29,886,966$38,876,110 $130,592,369$129,186,799 $0$27,823,169 $0440
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$30,582,616$36,442,075 $135,124,150$133,894,310 $0$29,724,909 $0300
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$29,988,848$32,963,272 $147,786,632$146,586,790 $0$26,911,238 $0270
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$33,759,629$40,277,540 $135,727,762$134,874,135 $0$31,261,072 $0420
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$57,724,163$39,863,528 $138,329,605$136,828,518 $0$55,266,053 $0390
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$37,326,768$28,881,981 $113,591,585$112,656,590 $0$35,473,253 $0350
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$26,373,396$24,974,730 $101,351,304$100,648,557 $0$24,281,957 $0110
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$26,524,751$24,608,626 $95,726,526$94,754,307 $0$24,283,318 $0270
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$28,145,383$23,488,651 $93,317,630$92,402,673 $0$26,320,468 $0440
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$30,137,652$19,748,474 $86,773,471$86,001,080 $0$28,379,598 $0120
2012 · Form 990 period ending 2013-06-30 · amended · view filing · original 990 ↗
$26,104,259$19,021,709 $70,993,281$70,259,171 $0$25,535,426 $0240
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$26,381,003$15,788,195 $61,482,027$60,776,361 $0$23,275,792 $45,47822-
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$23,892,430$13,805,079 $50,703,986$50,183,553 $0$19,502,590 $44,67318-
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$20,747,568$11,878,298 $40,557,800$40,096,202 $0$17,390,020 $44,30023-

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
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUNDNYNot reported $26,731,157$20,493,710 FUND MANAGER$269,510 Similar name, revenue within 2x
HEALTH & WELFARE FUND OF INTERN TIONAL UNION OF OPERATING ENGIMANot reported $23,529,887$22,112,280 TRUSTEE$0 Similar name, revenue within 2x
INTERNATIONAL UNION OPERATING ENGINEERSRINot reported $19,011,429$18,332,452 Trustee$256,482 Similar name, revenue within 2x
HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERSMDNot reported $63,412,917$46,815,678 TRUSTEE-CHAIRMAN$352,640 Similar name, revenue within 2x
AGC-INTERNATIONAL UNION OF OPERATING ENGINEERSWANot reported $32,945,189$36,920,022 CHAIRMAN$0 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B WLFRE FUNDNYNot reported $33,377,237$36,616,650 UNION TRUSTEE$375,008 Similar name, revenue within 2x
OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUNDMINot reported $28,370,855$24,694,145 TRUSTEE$0 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS 139WINot reported $20,917,977$16,532,265 President/Busines Mgr$310,956 Similar name, revenue within 2x
OPERATING ENGINEERS-101 HEALTH AND WELFARE FUNDMONot reported $68,579,633$61,521,616 CO-CHAIR TRUSTEE$217,093 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERSMNNot reported $23,788,040$20,724,434 PRESIDENT - BUSINESS AGENT$234,476 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS 18OHNot reported $35,939,924$21,121,827 BUSINESS MANAGER$290,792 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERSCANot reported $24,076,231$21,521,145 BUS. MANAGER-SEC. - EFF. 6/24$365,418 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS 150ILNot reported $59,965,271$49,119,592 PRESIDENT$565,457 Similar name, revenue within 2x
OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUNDMDNot reported $17,916,746$17,068,475 TRUSTEE$197,991 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 12CANot reported $48,985,687$40,691,869 BUSINESS MANAGER$369,309 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS 825 825 A&BNJNot reported $19,148,538$17,958,662 BUSINESS MAN$396,501 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 181 320 ANDKYNot reported $50,511,199$51,759,523 ALTERNATE TR$0 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 302WANot reported $29,456,518$17,321,991 BUSINESS MANAGER$311,931 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS NATIONAL TRAINING FUNDDCJ22 $38,670,216$25,023,056 EXECUTIVE DIRECTOR$297,697 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 15 15A 15B 15C 15DNYNot reported $30,556,611$19,777,030 PRESIDENT/BUS MG$775,000 Similar name, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS 132WVNot reported $8,378,561$5,869,997 Business Mgr$225,103 Similar name, revenue within 5x, same state
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUNDNYNot reported $152,799,256$122,341,303 FUND ADMINISTRATOR$476,916 Similar name, revenue within 5x
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND 478CTNot reported $81,911,055$73,625,631 NETWORK ADMIN.$309,252 Similar name, revenue within 5x
MID CENTRAL OPERATING ENGINEERS HEALTH & WELFARE FUNDINNot reported $153,441,974$127,465,023 Executive Admin$184,809 Similar name, revenue within 5x, similar mission
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 835 HEALTH & WELFAPANot reported $8,644,791$7,509,482 Trustee$0 Similar name, revenue within 5x

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 · $41,274,714 spent · pay $376,283 · grants $0 · events $1,275
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $39,804,918$39,804,918-- 96.4%
Fees: investment management $423,636-$423,636- 1.0%
Insurance $278,930$259,649$19,281- 0.7%
Other salaries and wages $187,114$37,423$149,691- 0.5%
Information technology $111,003$83,255$27,748- 0.3%
Pension plan contributions $100,292$20,058$80,234- 0.2%
Fees: other services $69,100-$69,100- 0.2%
Other (as described)Postage and Shipping $63,434$31,717$31,717- 0.2%
Fees: accounting $53,035-$53,035- 0.1%
Fees: legal $47,910-$47,910- 0.1%
Other employee benefits $47,490$9,498$37,992- 0.1%
Payroll taxes $41,387$8,277$33,110- 0.1%
Other (as described)PCORI Fee $19,935$19,935-- 0.0%
Office expenses $16,589$8,295$8,294- 0.0%
Occupancy $7,581$3,791$3,790- 0.0%
Conferences, conventions and meetings $1,275-$1,275- 0.0%
Depreciation and depletion $1,085$543$542- 0.0%
Total$41,274,714100%

View the filing

2023 · Form 990 · $40,066,447 spent · pay $313,918 · grants $0 · events $12,854
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $38,949,275$38,949,275-- 97.2%
Fees: investment management $411,167-$411,167- 1.0%
Other salaries and wages $165,401$33,080$132,321- 0.4%
Information technology $84,518$63,389$21,129- 0.2%
Pension plan contributions $69,698$13,940$55,758- 0.2%
Fees: accounting $55,239-$55,239- 0.1%
Occupancy $50,012$25,007$25,005- 0.1%
Other (as described)Postage and Shipping $49,067$24,534$24,533- 0.1%
Insurance $40,818$25,919$14,899- 0.1%
Payroll taxes $40,266$8,053$32,213- 0.1%
Other employee benefits $38,553$7,711$30,842- 0.1%
Fees: management $32,700$6,540$26,160- 0.1%
Fees: other services $25,750-$25,750- 0.1%
Fees: legal $23,328-$23,328- 0.1%
Office expenses $15,488$7,745$7,743- 0.0%
Conferences, conventions and meetings $12,854-$12,854- 0.0%
Depreciation and depletion $2,313$1,157$1,156- 0.0%
Total$40,066,447100%

View the filing

2022 · Form 990 · $38,876,110 spent · pay $344,388 · grants $0 · events $15,592
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $37,730,749$37,730,749-- 97.1%
Fees: investment management $426,365-$426,365- 1.1%
Other salaries and wages $177,276$35,455$141,821- 0.5%
Office expenses $83,176$41,588$41,588- 0.2%
Pension plan contributions $72,611$14,522$58,089- 0.2%
Payroll taxes $54,749$10,950$43,799- 0.1%
Information technology $53,585$40,189$13,396- 0.1%
Other (as described)Postage and Shipping $50,388$25,194$25,194- 0.1%
Fees: accounting $40,173-$40,173- 0.1%
Other employee benefits $39,752$7,950$31,802- 0.1%
Insurance $34,919$22,174$12,745- 0.1%
Occupancy $31,338$15,669$15,669- 0.1%
Fees: management $28,200$5,640$22,560- 0.1%
Fees: legal $24,755-$24,755- 0.1%
Conferences, conventions and meetings $15,592-$15,592- 0.0%
Fees: other services $9,500-$9,500- 0.0%
Depreciation and depletion $2,982$1,491$1,491- 0.0%
Total$38,876,110100%

View the filing

2021 · Form 990 · $36,442,075 spent · pay $352,653 · grants $0 · events $5,255
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $35,361,706$35,361,706-- 97.0%
Fees: investment management $399,493-$399,493- 1.1%
Other salaries and wages $182,463$36,493$145,970- 0.5%
Pension plan contributions $80,649$16,130$64,519- 0.2%
Information technology $53,691$40,268$13,423- 0.1%
Other employee benefits $49,228$9,846$39,382- 0.1%
Office expenses $43,536$21,768$21,768- 0.1%
Other (as described)Postage and Shipping $42,468$21,234$21,234- 0.1%
Payroll taxes $40,313$8,063$32,250- 0.1%
Insurance $40,010$25,406$14,604- 0.1%
Occupancy $38,706$19,353$19,353- 0.1%
Fees: accounting $36,969-$36,969- 0.1%
Fees: management $28,200$5,640$22,560- 0.1%
Fees: legal $26,730-$26,730- 0.1%
Fees: other services $9,500-$9,500- 0.0%
Conferences, conventions and meetings $5,255-$5,255- 0.0%
Depreciation and depletion $3,158$1,579$1,579- 0.0%
Total$36,442,075100%

View the filing

2020 · Form 990 · $32,963,272 spent · pay $356,763 · grants $0 · events $101
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $31,929,026$31,929,026-- 96.9%
Fees: investment management $357,308-$357,308- 1.1%
Other salaries and wages $189,120$37,824$151,296- 0.6%
Pension plan contributions $86,427$17,285$69,142- 0.3%
Other employee benefits $52,633$10,527$42,106- 0.2%
Information technology $49,200$36,900$12,300- 0.1%
Fees: accounting $41,428-$41,428- 0.1%
Insurance $39,279$24,942$14,337- 0.1%
Office expenses $36,877$18,438$18,439- 0.1%
Other (as described)Postage and Shipping $33,960$16,980$16,980- 0.1%
Payroll taxes $28,583$5,717$22,866- 0.1%
Fees: management $28,200$5,640$22,560- 0.1%
Other (as described)Repairs & Maintenance $27,282$13,641$13,641- 0.1%
Other (as described)PCORI Fee $22,530$22,530-- 0.1%
Fees: other services $14,500-$14,500- 0.0%
Fees: legal $12,948-$12,948- 0.0%
Other (as described)Telephone Expense $10,124$5,062$5,062- 0.0%
Depreciation and depletion $3,746$1,873$1,873- 0.0%
Conferences, conventions and meetings $101-$101- 0.0%
Total$32,963,272100%

View the filing

2019 · Form 990 · $40,277,540 spent · pay $349,876 · grants $0 · events $4,514
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $39,304,304$39,304,304-- 97.6%
Fees: investment management $337,601-$337,601- 0.8%
Other salaries and wages $183,660$36,732$146,928- 0.5%
Pension plan contributions $82,616$16,523$66,093- 0.2%
Other employee benefits $52,246$10,449$41,797- 0.1%
Fees: accounting $51,351-$51,351- 0.1%
Information technology $49,637$37,228$12,409- 0.1%
Other (as described)Postage and Shipping $38,884$19,442$19,442- 0.1%
Office expenses $35,278$17,638$17,640- 0.1%
Payroll taxes $31,354$6,271$25,083- 0.1%
Insurance $28,689$18,218$10,471- 0.1%
Occupancy $28,210$14,105$14,105- 0.1%
Fees: management $28,200$5,640$22,560- 0.1%
Depreciation and depletion $6,654$3,327$3,327- 0.0%
Fees: other services $6,500-$6,500- 0.0%
Other (as described)Telephone Expense $5,778$2,889$2,889- 0.0%
Conferences, conventions and meetings $4,514-$4,514- 0.0%
Fees: legal $2,064-$2,064- 0.0%
Total$40,277,540100%

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2018 · Form 990 · $39,863,528 spent · pay $299,613 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $38,932,427$38,932,427-- 97.7%
Fees: investment management $316,214-$316,214- 0.8%
Other salaries and wages $149,106$29,821$119,285- 0.4%
Pension plan contributions $73,367$14,673$58,694- 0.2%
Information technology $61,023$45,767$15,256- 0.2%
Other (as described)Postage and Shipping $57,130$28,565$28,565$0 0.1%
Other employee benefits $44,937$8,988$35,949- 0.1%
Fees: accounting $41,437-$41,437- 0.1%
Occupancy $35,570$17,785$17,785- 0.1%
Office expenses $35,446$17,723$17,723- 0.1%
Payroll taxes $32,203$6,441$25,762- 0.1%
Fees: management $28,200$5,640$22,560- 0.1%
Insurance $23,965$15,218$8,747- 0.1%
Fees: other services $17,000-$17,000- 0.0%
Travel $6,642-$6,642- 0.0%
Depreciation and depletion $4,410$2,205$2,205- 0.0%
Other (as described)Telephone Expense $3,937$1,969$1,968$0 0.0%
Fees: legal $514-$514- 0.0%
Total$39,863,528100%

View the filing

2017 · Form 990 · $28,881,981 spent · pay $279,271 · grants $0 · events $9,307
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $28,033,182$28,033,182-- 97.1%
Fees: investment management $280,538$280,538-- 1.0%
Other salaries and wages $140,148$140,148-- 0.5%
Pension plan contributions $66,061$66,061-- 0.2%
Office expenses $63,914$63,914-- 0.2%
Information technology $46,674$46,674-- 0.2%
Fees: other services $44,700$44,700-- 0.2%
Fees: accounting $42,894$42,894-- 0.1%
Other employee benefits $40,202$40,202-- 0.1%
Other (as described)Postage and Shipping $34,282$34,282-- 0.1%
Payroll taxes $32,860$32,860-- 0.1%
Insurance $24,049$24,049-- 0.1%
Other (as described)Telephone Expense $13,634$13,634-- 0.0%
Conferences, conventions and meetings $9,307$9,307-- 0.0%
Fees: legal $6,516$6,516-- 0.0%
Depreciation and depletion $3,020$3,020-- 0.0%
Total$28,881,981100%

View the filing

2016 · Form 990 · $24,974,730 spent · pay $274,736 · grants $0 · events $8,707
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $24,201,080$24,201,080-- 96.9%
Fees: investment management $185,127$185,127-- 0.7%
Other salaries and wages $140,110$140,110-- 0.6%
Pension plan contributions $64,997$64,997-- 0.3%
Office expenses $61,667$61,667-- 0.2%
Information technology $60,467$60,467-- 0.2%
Fees: accounting $58,749$58,749-- 0.2%
Other employee benefits $46,014$46,014-- 0.2%
Fees: other services $43,700$43,700-- 0.2%
Other (as described)Postage and Shipping $36,159$36,159-- 0.1%
Payroll taxes $23,615$23,615-- 0.1%
Other (as described)Telephone Expense $14,616$14,616-- 0.1%
Insurance $13,279$13,279-- 0.1%
Fees: legal $11,846$11,846-- 0.0%
Conferences, conventions and meetings $8,707$8,707-- 0.0%
Depreciation and depletion $4,597$4,597-- 0.0%
Total$24,974,730100%

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2015 · Form 990 · $24,608,626 spent · pay $272,067 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $23,836,042$23,836,042-- 96.9%
Fees: investment management $219,162$219,162-- 0.9%
Other salaries and wages $135,264$135,264-- 0.5%
Pension plan contributions $72,819$72,819-- 0.3%
Fees: other services $50,050$50,050-- 0.2%
Insurance $42,968$42,968-- 0.2%
Fees: accounting $42,590$42,590-- 0.2%
Information technology $37,054$37,054-- 0.2%
Other employee benefits $35,784$35,784-- 0.1%
Payroll taxes $28,200$28,200-- 0.1%
Other (as described)Postage and Shipping $27,536$27,536-- 0.1%
Occupancy $23,802$23,802-- 0.1%
Office expenses $22,912$22,912-- 0.1%
Fees: legal $17,280$17,280-- 0.1%
Other (as described)Telephone Expense $10,944$10,944-- 0.0%
Depreciation and depletion $4,747$4,747-- 0.0%
Travel $1,472$1,472-- 0.0%
Total$24,608,626100%

View the filing

2014 · Form 990 · $23,488,651 spent · pay $237,171 · grants $0 · events $5,557
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $22,692,212$22,692,212-- 96.6%
Fees: investment management $308,329$308,329-- 1.3%
Other salaries and wages $119,635$119,635-- 0.5%
Office expenses $58,174$58,174-- 0.2%
Pension plan contributions $56,427$56,427-- 0.2%
Fees: other services $37,139$37,139-- 0.2%
Other (as described)Postage and Shipping $31,824$31,824-- 0.1%
Other employee benefits $31,625$31,625-- 0.1%
Information technology $31,026$31,026-- 0.1%
Payroll taxes $29,484$29,484-- 0.1%
Fees: accounting $27,443$27,443-- 0.1%
Fees: legal $26,969$26,969-- 0.1%
Insurance $17,221$17,221-- 0.1%
Other (as described)Telephone Expense $13,421$13,421-- 0.1%
Conferences, conventions and meetings $5,557$5,557-- 0.0%
Depreciation and depletion $2,165$2,165-- 0.0%
Total$23,488,651100%

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2013 · Form 990 · $19,748,474 spent · pay $222,788 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $18,153,991$18,153,991-- 91.9%
Fees: other services $966,411$966,411-- 4.9%
Fees: investment management $180,636$180,636-- 0.9%
Other salaries and wages $117,162$117,162-- 0.6%
Pension plan contributions $52,658$52,658-- 0.3%
Occupancy $36,934$36,934-- 0.2%
Fees: accounting $32,182$32,182-- 0.2%
Other employee benefits $30,784$30,784-- 0.2%
Information technology $30,527$30,527-- 0.2%
Other (as described)Postage and Shipping $27,794$27,794-- 0.1%
Office expenses $26,003$26,003-- 0.1%
Fees: legal $22,362$22,362-- 0.1%
Payroll taxes $22,184$22,184-- 0.1%
Travel $19,963$19,963-- 0.1%
Insurance $15,402$15,402-- 0.1%
Other (as described)Telephone Expense $12,338$12,338-- 0.1%
Depreciation and depletion $1,143$1,143-- 0.0%
Total$19,748,474100%

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2012 · Form 990 · $19,021,709 spent · pay $201,469 · grants $0 · events $13,399
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,598,942$17,598,942-- 92.5%
Fees: other services $879,419$879,419-- 4.6%
Fees: investment management $154,029$154,029-- 0.8%
Other salaries and wages $108,237$108,237-- 0.6%
Fees: accounting $46,704$46,704-- 0.2%
Pension plan contributions $46,167$46,167-- 0.2%
Other (as described)Postage and Shipping $35,505$35,505-- 0.2%
Other employee benefits $31,098$31,098-- 0.2%
Information technology $27,794$27,794-- 0.1%
Office expenses $25,417$25,417-- 0.1%
Payroll taxes $15,967$15,967-- 0.1%
Other (as described)Telephone Expense $15,791$15,791-- 0.1%
Conferences, conventions and meetings $13,399$13,399-- 0.1%
Fees: legal $12,255$12,255-- 0.1%
Insurance $10,292$10,292-- 0.1%
Depreciation and depletion $693$693-- 0.0%
Total$19,021,709100%

View the filing

2011 · Form 990 · $15,788,195 spent · pay $196,487 · grants $0 · events $16,505
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $14,502,789--- 91.9%
Other (as described)PPO Fees $727,430--- 4.6%
Fees: investment management $135,112--- 0.9%
Other salaries and wages $67,688--- 0.4%
Pension plan contributions $48,768--- 0.3%
Pay: officers, directors, trustees, key employees $45,478--- 0.3%
Office expenses $43,588--- 0.3%
Fees: other services $37,450--- 0.2%
Information technology $31,019--- 0.2%
Fees: accounting $29,277--- 0.2%
Other (as described)Postage and Shipping $27,774--- 0.2%
Other employee benefits $22,687--- 0.1%
Fees: legal $20,548--- 0.1%
Conferences, conventions and meetings $16,505--- 0.1%
Payroll taxes $11,866--- 0.1%
Insurance $10,203--- 0.1%
Other (as described)Precertification / Case Mgmt $4,658--- 0.0%
Other (as described)Telephone Expense $4,266--- 0.0%
Depreciation and depletion $1,089--- 0.0%
Total$15,788,195100%

View the filing

2010 · Form 990 · $13,805,079 spent · pay $185,180 · grants $0 · events $15,528
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,662,812--- 91.7%
Other (as described)PPO Fees $647,798--- 4.7%
Fees: investment management $123,334--- 0.9%
Other salaries and wages $62,254--- 0.5%
Pay: officers, directors, trustees, key employees $44,673--- 0.3%
Pension plan contributions $40,206--- 0.3%
Information technology $32,840--- 0.2%
Fees: management $28,200--- 0.2%
Other employee benefits $24,486--- 0.2%
Other (as described)Postage and Shipping $23,741--- 0.2%
Fees: accounting $23,207--- 0.2%
Conferences, conventions and meetings $15,528--- 0.1%
Office expenses $14,729--- 0.1%
Payroll taxes $13,561--- 0.1%
Fees: legal $12,300--- 0.1%
Occupancy $9,937--- 0.1%
Insurance $8,231--- 0.1%
Other (as described)Precertification / Case Mgmt $6,049--- 0.0%
Fees: other services $6,000--- 0.0%
Other (as described)Telephone Expense $4,104--- 0.0%
Depreciation and depletion $1,089--- 0.0%
Total$13,805,079100%

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2009 · Form 990 · $11,878,298 spent · pay $199,990 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,748,368--- 90.5%
Other (as described)PPO Fees $595,280--- 5.0%
Fees: investment management $109,932--- 0.9%
Other salaries and wages $61,260--- 0.5%
Pay: officers, directors, trustees, key employees $44,300--- 0.4%
Pension plan contributions $43,486--- 0.4%
Other (as described)Precertification / Case Mgmt $34,620--- 0.3%
Fees: other services $34,293--- 0.3%
Other employee benefits $29,641--- 0.2%
Other (as described)Postage and Shipping $29,000--- 0.2%
Office expenses $28,635--- 0.2%
Information technology $24,299--- 0.2%
Fees: accounting $24,194--- 0.2%
Payroll taxes $21,303--- 0.2%
Travel $20,763--- 0.2%
Fees: legal $12,300--- 0.1%
Insurance $8,306--- 0.1%
Occupancy $4,312--- 0.0%
Other (as described)Telephone Expense $4,006--- 0.0%
Total$11,878,298100%

View the filing