STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SHEET METAL WORKERS LOCAL UNION NO 110 WELFARE TRUST FUND

Cite this

Plain text SHEET METAL WORKERS LOCAL UNION NO 110 WELFARE TRUST FUND. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/550711972. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SHEET METAL WORKERS LOCAL UNION NO 110 WELFARE TRUST FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/550711972

MLA “SHEET METAL WORKERS LOCAL UNION NO 110 WELFARE TRUST FUND.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/550711972. Accessed 19 Oct. 2026.

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

2024 · Form 990 · revenue $16.6M · expenses $17.5M · assets $17.8M

Also known as
SOUTHERN BENEFIT ADMINISTRATORS
EIN
55-0711972
Address
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
NTEE code
-
Subsection
501(c)(9)
Ruling year
1994
Cross-check
ProPublica Nonprofit Explorer

Mission

THE PROVISION OF BENEFITS FOR ACCIDENT, SICKNESS, DENTAL, VISION AND DEATH.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

1 person 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
Dennis Herberger TRUSTEE2021-2024 $0$2 2

Officers and directors, no compensation reported

15 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
Richard Roth TRUSTEE2018-2024 2 $0 reported 3
Michael Hughes TRUSTEE2024 2 $0 reported 3
Kyle Killebrew TRUSTEE2024 2 $0 reported 3
Gary Hudson TRUSTEE2011-2024 2 $0 reported 1
Adam Pontrich TRUSTEE2024 2 $0 reported 1
Jason Shultz (former) TRUSTEE2016-2023 Not reported $0 reported 5
Mark Adams (former) TRUSTEE2015-2023 Not reported $0 reported 3
Donald L Ecken (former) TRUSTEE2010-2020 2 $0 reported 1
Dan Herman (former) TRUSTEE2015-2020 2 $0 reported 1
Chris Miller (former) TRUSTEE2010-2017 Not reported $0 reported 3
Tony Herbert (former) TRUSTEE2010-2015 2 $0 reported 1
Rich Colton (former) TRUSTEE2010-2014 Not reported $0 reported 2
Kevin Harpring (former) TRUSTEE2011-2014 Not reported $0 reported 1
Tom Van Etten (former) TRUSTEE2010 2 $0 reported 1
Dan Smith (former) TRUSTEE2010 2 $0 reported 1

People by year

2024 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS HERBERGER TRUSTEE2 $0$0$0 $02
GARY HUDSON TRUSTEE2 $0$0$0 $01
MICHAEL HUGHES TRUSTEE2 $0$0$0 $03
KYLE KILLEBREW TRUSTEE2 $0$0$0 $03
ADAM PONTRICH TRUSTEE2 $0$0$0 $01
RICHARD ROTH TRUSTEE2 $0$0$0 $03
2023 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ADAMS TRUSTEE- $0$0$0 $03
DENNIS HERBERGER TRUSTEE- $0$0$0 $02
GARY HUDSON TRUSTEE- $0$0$0 $01
RICHARD ROTH TRUSTEE- $0$0$0 $03
JASON SHULTZ TRUSTEE- $0$0$0 $05
2022 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ADAMS TRUSTEE5 $0$0$0 $03
DENNIS HERBERGER TRUSTEE2 $0$0$0 $02
GARY HUDSON TRUSTEE2 $0$0$0 $01
RICHARD ROTH TRUSTEE5 $0$0$0 $03
JASON SHULTZ TRUSTEE5 $0$0$0 $05
2021 · 5 people listed · 1 paid, $2 · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS HERBERGER TRUSTEE2 $2$0$0 $22
MARK ADAMS TRUSTEE10 $0$0$0 $03
GARY HUDSON TRUSTEE2 $0$0$0 $01
RICHARD ROTH TRUSTEE10 $0$0$0 $03
JASON SHULTZ TRUSTEE10 $0$0$0 $05
2020 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ADAMS TRUSTEE10 $0$0$0 $03
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
DAN HERMAN TRUSTEE2 $0$0$0 $01
GARY HUDSON TRUSTEE2 $0$0$0 $01
RICHARD ROTH TRUSTEE2 $0$0$0 $03
JASON SHULTZ TRUSTEE10 $0$0$0 $05
2019 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ADAMS TRUSTEE2 $0$0$0 $03
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
DAN HERMAN TRUSTEE2 $0$0$0 $01
GARY HUDSON TRUSTEE2 $0$0$0 $01
RICHARD ROTH TRUSTEE2 $0$0$0 $03
JASON SHULTZ TRUSTEE2 $0$0$0 $05
2018 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE- $0$0$0 $01
MARK ADAMS TRUSTEE- $0$0$0 $03
RICHARD ROTH TRUSTEE- $0$0$0 $03
JASON SHULTZ TRUSTEE- $0$0$0 $05
GARY HUDSON TRUSTEE- $0$0$0 $01
DAN HERMAN TRUSTEE- $0$0$0 $01
2017 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE- $0$0$0 $01
MARK ADAMS TRUSTEE- $0$0$0 $03
CHRIS MILLER TRUSTEE- $0$0$0 $03
JASON SHULTZ TRUSTEE- $0$0$0 $05
GARY HUDSON TRUSTEE- $0$0$0 $01
DAN HERMAN TRUSTEE- $0$0$0 $01
2016 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
MARK ADAMS TRUSTEE2 $0$0$0 $03
CHRIS MILLER TRUSTEE2 $0$0$0 $03
JASON SHULTZ TRUSTEE2 $0$0$0 $05
GARY HUDSON TRUSTEE2 $0$0$0 $01
DAN HERMAN TRUSTEE2 $0$0$0 $01
2015 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
MARK ADAMS TRUSTEE2 $0$0$0 $03
CHRIS MILLER TRUSTEE2 $0$0$0 $03
TONY HERBERT TRUSTEE2 $0$0$0 $01
GARY HUDSON TRUSTEE2 $0$0$0 $01
DAN HERMAN TRUSTEE2 $0$0$0 $01
2014 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE- $0$0$0 $01
RICH COLTON TRUSTEE- $0$0$0 $02
CHRIS MILLER TRUSTEE- $0$0$0 $03
TONY HERBERT TRUSTEE- $0$0$0 $01
GARY HUDSON TRUSTEE- $0$0$0 $01
KEVIN HARPRING TRUSTEE- $0$0$0 $01
2013 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
RICH COLTON TRUSTEE2 $0$0$0 $02
CHRIS MILLER TRUSTEE2 $0$0$0 $03
TONY HERBERT TRUSTEE2 $0$0$0 $01
GARY HUDSON TRUSTEE2 $0$0$0 $01
KEVIN HARPRING TRUSTEE2 $0$0$0 $01
2012 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
RICH COLTON TRUSTEE2 $0$0$0 $02
CHRIS MILLER TRUSTEE2 $0$0$0 $03
TONY HERBERT TRUSTEE2 $0$0$0 $01
GARY HUDSON TRUSTEE2 $0$0$0 $01
KEVIN HARPRING TRUSTEE2 $0$0$0 $01
2011 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
RICH COLTON TRUSTEE2 $0$0$0 $02
CHRIS MILLER TRUSTEE2 $0$0$0 $03
TONY HERBERT TRUSTEE2 $0$0$0 $01
GARY HUDSON TRUSTEE2 $0$0$0 $01
KEVIN HARPRING TRUSTEE2 $0$0$0 $01
2010 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD L ECKEN TRUSTEE2 $0$0$0 $01
RICH COLTON TRUSTEE2 $0$0$0 $02
CHRIS MILLER TRUSTEE2 $0$0$0 $03
TONY HERBERT TRUSTEE2 $0$0$0 $01
TOM VAN ETTEN TRUSTEE2 $0$0$0 $01
DAN SMITH TRUSTEE2 $0$0$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $165K
NameLocationServicePaid
SOUTHERN BENEFITS ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATION$165,000
2023 · 1 contractor · $165K
NameLocationServicePaid
SOUTHERN BENEFITS ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATION$165,000
2022 · 1 contractor · $156K
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONSEARTH CITY, MOADMINISTRATION$155,860
2021 · 1 contractor · $207K
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONSEARTH CITY, MOADMINISTRATION$207,168
2020 · 1 contractor · $163K
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONSEARTH CITY, MOADMINISTRATION$162,531
2018 · 1 contractor · $199K
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONCHESAPEAKE, OHADMINISTRATION$198,518
2016 · 1 contractor · $181K
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONCHESAPEAKE, OHADMINISTRATION$181,382
2013 · 1 contractor · $130K
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONADMINISTRATION$130,289
2012 · 1 contractor · $151K
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONCHESAPEAKE, OHADMINISTRATION$151,218

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 ↗
$16,586,241$17,453,519 $17,761,160$17,727,724 $0$16,456,656 -0-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$15,248,651$15,561,438 $17,917,946$17,570,270 $0$15,000,350 -0-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$11,592,112$13,290,714 $16,638,482$16,603,545 $0$11,176,868 -0-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$10,169,339$10,420,560 $21,325,110$21,269,960 $0$9,838,467 $20-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$9,711,696$11,270,756 $20,335,869$20,266,893 $0$9,232,903 -0-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$10,532,978$10,674,030 $20,304,350$20,262,875 $0$10,003,761 -0-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$9,753,467$10,785,298 $18,478,287$18,453,130 $0$9,333,670 -0-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$10,388,274$10,283,432 $20,053,597$20,026,488 $0$10,013,351 -0-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$9,346,091$8,916,075 $18,960,390$18,872,094 $0$8,953,979 -0-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$9,598,111$9,150,029 $18,301,923$18,224,635 $0$9,072,259 -0-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$9,705,235$10,152,750 $18,289,346$18,226,224 $0$8,279,114 -0-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$8,219,618$7,784,344 $19,122,278$19,061,285 $0$7,708,579 -0-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$8,352,853$7,563,303 $17,799,105$17,770,397 $0$7,615,551 -0-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$8,214,008$7,872,126 $16,658,733$16,630,549 $0$7,694,857 -0-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$7,466,051$7,348,058 $16,146,577$16,096,657 $0$6,836,378 -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 (43)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHEET METAL WORKERS WELFARE FUND LOCAL UNION NO 85TNNot reported $17,126,594$14,709,463 TRUSTEE$0 Similar name, revenue within 2x, same state, similar mission
SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUNDTNNot reported $9,747,437$6,242,464 CHAIRMAN$0 Similar name, revenue within 2x, same state, similar mission
SHEET METAL WORKERS LOCAL UNION NO 71 AND INDUSTRY WELFARE TRUST FUNDNYJ40 $8,782,057$8,387,310 FUNDS ADMINISTRATOR$157,298 Similar name, revenue within 2x
SHEET METAL WORKERS-1 WELFARE TRUST FUNDILNot reported $9,315,865$9,713,430 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUNDILNot reported $10,332,459$8,696,860 Trustee$104,322 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL UNION NO 80 INSURANCE TRUST FUNDMINot reported $25,732,029$24,248,014 TRUSTEE$193,103 Similar name, revenue within 2x
SHEET METAL WORKER LOCAL 98 WELFARE FUNDWVNot reported $16,509,909$12,036,160 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKERS WELFARE FUND-22NJNot reported $8,449,749$9,111,398 UNION TRUSTEE$300,734 Similar name, revenue within 2x
SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUNDNJNot reported $12,760,226$12,577,308 ADMINISTRATOR/ CONTROLLER$237,905 Similar name, revenue within 2x
SHEET METAL WORKRS LOCAL 27 HEALTH & WELFARE FUNDNJNot reported $11,092,827$10,761,511 UNION TRUSTEE$335,760 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUNDOHY43 $4,741,247$4,297,530 TRUSTEE$106,285 Similar name, revenue within 5x, similar mission
SHEET METAL WORKERS LOCAL UNION NO 28 WELFARE FUNDNYNot reported $76,298,296$87,096,744 TRUSTEE$427,342 Similar name, revenue within 5x
SHEET METAL WORKERS-49 WELFARE FUNDAZNot reported $6,468,390$6,221,217 Chairman$0 Similar name, revenue within 5x, similar mission
SHEET METAL WORKERS 100 WELFARE FUNDORNot reported $37,560,371$32,661,651 UNION TRUSTEE$169,492 Similar name, revenue within 5x, similar mission
SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUNDINJ40 $79,764,996$65,937,695 TRUSTEE$261,542 Similar name, revenue within 5x
SHEET METAL WORKERS-270 WELFARE FUNDOKY43 $5,303,415$4,532,612 UNION TRUSTEE, CHAIRMAN$0 Similar name, revenue within 5x, similar mission
SHEET METAL WORKERS 73 WELFARE FUNDILNot reported $61,284,572$71,530,028 TRUSTEE$381,694 Similar name, revenue within 5x, similar mission
SHEET METAL WORKERS UNION LOCAL NO 17 INSURANCE FUNDMANot reported $54,726,366$46,600,375 ADMINISTRATOR$229,865 Similar name, revenue within 5x
SHEET METAL WORKERS LOCAL 112 WEL FARE METAL WORKERS LOCAL 112NYNot reported $4,974,324$3,285,690 FUND ADMINISTRA$236,429 Similar name, revenue within 5x
SHEET METAL WORKERS LOCAL UNION NO 28 EDUCATION FUNDNYB30 $5,461,732$4,777,795 JAC ADMINISTRATOR$299,812 Similar name, revenue within 5x
MO-KAN SHEET METAL WORKERS WELFARE FUNDMONot reported $57,233,407$52,455,700 Trustee$180,100 Similar name, revenue within 5x
SHEETMENTAL WORKERS LOCAL UNION 32 HEALTH AND WELFARETRUST FUNDFLNot reported $5,409,177$4,549,879 TRUSTEE$0 Similar name, revenue within 5x
SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUNDMINot reported $4,924,797$4,509,389 Trustee$0 Similar name, revenue within 5x
SHEET METAL WORKERS LOCAL UNION NO28NYNot reported $6,794,283$6,244,144 ADMINISTRATOR$250,389 Similar name, revenue within 5x
SHEET METAL WORKERS LOCAL 17 VACATION FUNDMANot reported $7,167,245$7,581,452 ADMINISTRATOR$250,364 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 · $17,453,519 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,061,957--- 97.8%
Other (as described)CONTRACT ADMINISTRATION $248,751--- 1.4%
Fees: investment management $63,778--- 0.4%
Other (as described)INSURANCE $17,217--- 0.1%
Fees: legal $14,746--- 0.1%
Other (as described)TRUSTEE MEETINGS AND EDUC $10,540--- 0.1%
Other (as described)POSTAGE AND PRINTING $9,798--- 0.1%
Fees: other services $9,490--- 0.1%
Fees: accounting $9,000--- 0.1%
All other expenses $8,242--- 0.0%
Total$17,453,519100%

View the filing

2023 · Form 990 · $15,561,438 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $15,136,033--- 97.3%
Other (as described)CONTRACT ADMINISTRATION $259,850--- 1.7%
Fees: investment management $85,691--- 0.6%
Other (as described)INSURANCE $23,004--- 0.1%
Fees: legal $19,084--- 0.1%
Other (as described)MISCELLANEOUS $11,286--- 0.1%
Fees: accounting $9,000--- 0.1%
Other (as described)POSTAGE AND PRINTING $7,850--- 0.1%
Fees: other services $7,300--- 0.0%
All other expenses $2,340--- 0.0%
Total$15,561,438100%

View the filing

2022 · Form 990 · $13,290,714 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,891,069--- 97.0%
Other (as described)CONTRACT ADMINISTRATION $224,707--- 1.7%
Fees: investment management $83,616--- 0.6%
Fees: legal $37,578--- 0.3%
Other (as described)INSURANCE $18,079--- 0.1%
Other (as described)TRUSTEE MEETINGS AND EDUC $10,952--- 0.1%
Fees: accounting $9,000--- 0.1%
Other (as described)POSTAGE AND PRINTING $8,413--- 0.1%
Fees: other services $7,300--- 0.1%
Total$13,290,714100%

View the filing

2021 · Form 990 · $10,420,560 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,049,833--- 96.4%
Other (as described)CONTRACT ADMINISTRATION $207,168--- 2.0%
Fees: investment management $91,439--- 0.9%
Fees: legal $30,679--- 0.3%
Other (as described)INSURANCE $17,858--- 0.2%
Fees: accounting $9,000--- 0.1%
Fees: other services $7,300--- 0.1%
Other (as described)POSTAGE AND PRINTING $6,182--- 0.1%
Other (as described)MISCELLANEOUS $1,101--- 0.0%
Total$10,420,560100%

View the filing

2020 · Form 990 · $11,270,756 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,954,855--- 97.2%
Other (as described)CONTRACT ADMINISTRATION $162,531--- 1.4%
Fees: investment management $97,052--- 0.9%
Other (as described)INSURANCE $16,065--- 0.1%
Other (as described)POSTAGE AND PRINTING $11,926--- 0.1%
Fees: legal $10,897--- 0.1%
Fees: accounting $9,000--- 0.1%
Fees: other services $6,800--- 0.1%
Other (as described)MISCELLANEOUS $1,630--- 0.0%
Total$11,270,756100%

View the filing

2019 · Form 990 · $10,674,030 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,334,007--- 96.8%
Other (as described)CONTRACT ADMINISTRATION $172,010--- 1.6%
Fees: investment management $90,374--- 0.8%
Fees: legal $34,904--- 0.3%
Other (as described)INSURANCE $15,376--- 0.1%
Other (as described)POSTAGE AND PRINTING $10,108--- 0.1%
Fees: accounting $9,000--- 0.1%
Fees: other services $6,800--- 0.1%
Other (as described)MISCELLANEOUS $1,451--- 0.0%
Total$10,674,030100%

View the filing

2018 · Form 990 · $10,785,298 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,440,628--- 96.8%
Other (as described)CONTRACT ADMINISTRATION $198,518--- 1.8%
Fees: investment management $93,505--- 0.9%
Other (as described)INSURANCE $14,658--- 0.1%
Fees: legal $12,762--- 0.1%
Fees: accounting $9,000--- 0.1%
Fees: other services $6,800--- 0.1%
Other (as described)MISCELLANEOUS $5,969--- 0.1%
Other (as described)POSTAGE AND PRINTING $3,458--- 0.0%
Total$10,785,298100%

View the filing

2017 · Form 990 · $10,283,432 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,955,676--- 96.8%
Other (as described)CONTRACT ADMINISTRATION $186,319--- 1.8%
Fees: investment management $87,628--- 0.9%
Fees: legal $15,900--- 0.2%
Other (as described)INSURANCE $14,770--- 0.1%
Fees: accounting $9,000--- 0.1%
Fees: other services $6,300--- 0.1%
Other (as described)POSTAGE AND PRINTING $4,256--- 0.0%
Other (as described)MISCELLANEOUS $3,583--- 0.0%
Total$10,283,432100%

View the filing

2016 · Form 990 · $8,916,075 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,572,496--- 96.1%
Other (as described)CONTRACT ADMINISTRATION $181,382--- 2.0%
Fees: investment management $103,955--- 1.2%
Fees: legal $22,742--- 0.3%
Other (as described)INSURANCE $14,307--- 0.2%
Fees: accounting $9,700--- 0.1%
Other (as described)POSTAGE AND PRINTING $4,154--- 0.0%
Other (as described)MISCELLANEOUS $3,839--- 0.0%
Fees: other services $3,500--- 0.0%
Total$8,916,075100%

View the filing

2015 · Form 990 · $9,150,029 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,824,141--- 96.4%
Other (as described)CONTRACT ADMINISTRATION $180,026--- 2.0%
Other (as described)INVESTMENT MANAGEMENT FEE $103,921--- 1.1%
Fees: legal $13,353--- 0.1%
Other (as described)INSURANCE $12,196--- 0.1%
Fees: accounting $9,000--- 0.1%
Other (as described)POSTAGE AND PRINTING $5,607--- 0.1%
All other expenses $1,785--- 0.0%
Total$9,150,029100%

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2014 · Form 990 · $10,152,750 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,828,148--- 96.8%
Other (as described)CONTRACT ADMINISTRATION $162,358--- 1.6%
Other (as described)INVESTMENT MANAGEMENT FEE $106,081--- 1.0%
Fees: legal $19,623--- 0.2%
Other (as described)POSTAGE AND PRINTING $11,113--- 0.1%
Other (as described)INSURANCE $10,691--- 0.1%
Fees: accounting $9,700--- 0.1%
All other expenses $5,036--- 0.0%
Total$10,152,750100%

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2013 · Form 990 · $7,784,344 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,498,925--- 96.3%
Other (as described)CONTRACT ADMINISTRATION $130,289--- 1.7%
Other (as described)INVESTMENT MANAGEMENT FEE $83,304--- 1.1%
Other (as described)INVESTMENT ANALYSIS FEES $18,000--- 0.2%
Other (as described)MISCELLANEOUS $17,161--- 0.2%
All other expenses $15,687--- 0.2%
Fees: legal $12,478--- 0.2%
Fees: accounting $8,500--- 0.1%
Total$7,784,344100%

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2012 · Form 990 · $7,563,303 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,239,174--- 95.7%
Other (as described)CONTRACT ADMINISTRATION $151,218--- 2.0%
Other (as described)INVESTMENT MANAGEMENT FEE $92,731--- 1.2%
All other expenses $23,382--- 0.3%
Other (as described)MISCELLANEOUS $19,802--- 0.3%
Other (as described)INVESTMENT ANALYSIS FEES $18,000--- 0.2%
Fees: legal $10,496--- 0.1%
Fees: accounting $8,500--- 0.1%
Total$7,563,303100%

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2011 · Form 990 · $7,872,126 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,575,554--- 96.2%
Other (as described)CONTRACT ADMINISTRATION $141,725--- 1.8%
Other (as described)INVESTMENT MANAGEMENT FEE $91,613--- 1.2%
Other (as described)INVESTMENT ANALYSIS FEES $18,000--- 0.2%
All other expenses $13,836--- 0.2%
Other (as described)INSURANCE $11,866--- 0.2%
Fees: accounting $9,800--- 0.1%
Fees: legal $9,732--- 0.1%
Total$7,872,126100%

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2010 · Form 990 · $7,348,058 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,069,155--- 96.2%
Other (as described)CONTRACT ADMINISTRATION $136,352--- 1.9%
Other (as described)INVESTMENT MANAGEMENT FEE $83,884--- 1.1%
Other (as described)INVESTMENT ANALYSIS FEES $18,000--- 0.2%
Other (as described)INSURANCE $11,204--- 0.2%
Fees: accounting $8,500--- 0.1%
Fees: legal $8,200--- 0.1%
Other (as described)POSTAGE AND PRINTING $7,206--- 0.1%
All other expenses $5,557--- 0.1%
Total$7,348,058100%

View the filing