STRATEGY STUDIO / PUBLIC DATA EXPLORER

IBEW LOCAL 317 SUPPLEMENTAL HEALTH BENEFIT & TRUST FUND

Cite this

Plain text IBEW LOCAL 317 SUPPLEMENTAL HEALTH BENEFIT & TRUST FUND. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/550751125. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). IBEW LOCAL 317 SUPPLEMENTAL HEALTH BENEFIT & TRUST FUND [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/550751125

MLA “IBEW LOCAL 317 SUPPLEMENTAL HEALTH BENEFIT & TRUST FUND.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/550751125. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $3.2M · expenses $2.0M · assets $10.6M

Also known as
BENEFIT & TRUST FUND
EIN
55-0751125
Address
9200 US ROUTE 60, ONA, WV 25545-7417
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
1997
Cross-check
ProPublica Nonprofit Explorer

Mission

TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Ralph Dawson CHAIRMAN THRU 8/21/20252014-2024 $263$1,756 1
Chester Hudson TRUSTEE THRU 7/25/20252019-2024 $0$274 1

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
Shane Wolfe CHAIRMAN2015-2024 5 $0 reported 6
Clay Mitchell TRUSTEE2024 5 $0 reported 3
Josh Bills TRUSTEE2024 5 $0 reported 3
Matt Simms TRUSTEE2015-2024 5 $0 reported 5
Stephen Stacks TRUSTEE2022-2024 5 $0 reported 3
Tom Braley SECRETARY2019-2024 5 $0 reported 6
Charles Wolfe (former) TRUSTEE2021-2023 5 $0 reported 2
Stephen Sacks (former) TRUSTEE2021 5 $0 reported 1
Steve Allred (former) TRUSTEE2019-2020 5 $0 reported 3
Thomas Braley (former) SECRETARY2014-2018 5 $0 reported 2
Clay Hudson (former) TRUSTEE2014-2018 5 $0 reported 1
Stephen Allred (former) TRUSTEE2017-2018 5 $0 reported 1
Travis Smith (former) TRUSTEE2014-2016 5 $0 reported 4
James Gillette (former) TRUSTEE2014 5 $0 reported 3
Michael Tackett (former) TRUSTEE2014 5 $0 reported 2

People by year

2024 · 8 people listed · 1 paid, $263 · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN THRU 8/21/20255 $263$0$0 $2631
SHANE WOLFE CHAIRMAN5 $0$0$0 $06
MATT SIMMS TRUSTEE5 $0$0$0 $05
JOSH BILLS TRUSTEE5 $0$0$0 $03
TOM BRALEY SECRETARY5 $0$0$0 $06
CLAY MITCHELL TRUSTEE5 $0$0$0 $03
STEPHEN STACKS TRUSTEE5 $0$0$0 $03
CHESTER HUDSON TRUSTEE THRU 7/25/20255 $0$0$0 $01
2023 · 6 people listed · 1 paid, $1K · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $1,014$0$0 $1,0141
MATT SIMMS TRUSTEE5 $0$0$0 $05
CHESTER HUDSON TRUSTEE5 $0$0$0 $01
TOM BRALEY SECRETARY5 $0$0$0 $06
CHARLES WOLFE TRUSTEE5 $0$0$0 $02
STEPHEN STACKS TRUSTEE5 $0$0$0 $03
2022 · 6 people listed · 2 paid, $753 · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $479$0$0 $4791
CHESTER HUDSON TRUSTEE5 $274$0$0 $2741
MATT SIMMS TRUSTEE5 $0$0$0 $05
TOM BRALEY SECRETARY5 $0$0$0 $06
CHARLES WOLFE TRUSTEE5 $0$0$0 $02
STEPHEN STACKS TRUSTEE5 $0$0$0 $03
2021 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
MATT SIMMS TRUSTEE5 $0$0$0 $05
CHESTER HUDSON TRUSTEE5 $0$0$0 $01
TOM BRALEY SECRETARY5 $0$0$0 $06
CHARLES WOLFE TRUSTEE5 $0$0$0 $02
STEPHEN SACKS TRUSTEE5 $0$0$0 $01
2020 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
MATT SIMMS TRUSTEE5 $0$0$0 $05
CHESTER HUDSON TRUSTEE5 $0$0$0 $01
TOM BRALEY SECRETARY5 $0$0$0 $06
STEVE ALLRED TRUSTEE5 $0$0$0 $03
SHANE WOLFE TRUSTEE5 $0$0$0 $06
2019 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON TRUSTEE5 $0$0$0 $01
MATT SIMMS TRUSTEE5 $0$0$0 $05
CHESTER HUDSON TRUSTEE5 $0$0$0 $01
TOM BRALEY SECRETARY5 $0$0$0 $06
STEVE ALLRED TRUSTEE5 $0$0$0 $03
SHANE WOLFE CHAIRMAN5 $0$0$0 $06
2018 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
MATT SIMMS TRUSTEE5 $0$0$0 $05
CLAY HUDSON TRUSTEE5 $0$0$0 $01
THOMAS BRALEY SECRETARY5 $0$0$0 $02
STEPHEN ALLRED TRUSTEE5 $0$0$0 $01
SHANE WOLFE TRUSTEE5 $0$0$0 $06
2017 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
MATT SIMMS TRUSTEE5 $0$0$0 $05
CLAY HUDSON TRUSTEE5 $0$0$0 $01
THOMAS BRALEY SECRETARY5 $0$0$0 $02
STEPHEN ALLRED TRUSTEE5 $0$0$0 $01
SHANE WOLFE TRUSTEE5 $0$0$0 $06
2016 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
MATT SIMMS TRUSTEE5 $0$0$0 $05
CLAY HUDSON TRUSTEE5 $0$0$0 $01
THOMAS BRALEY SECRETARY5 $0$0$0 $02
TRAVIS SMITH TRUSTEE5 $0$0$0 $04
SHANE WOLFE TRUSTEE5 $0$0$0 $06
2015 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
SHANE WOLFE TRUSTEE5 $0$0$0 $06
CLAY HUDSON TRUSTEE5 $0$0$0 $01
THOMAS BRALEY SECRETARY5 $0$0$0 $02
TRAVIS SMITH TRUSTEE5 $0$0$0 $04
MATT SIMMS TRUSTEE5 $0$0$0 $05
2014 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH DAWSON CHAIRMAN5 $0$0$0 $01
JAMES GILLETTE TRUSTEE5 $0$0$0 $03
CLAY HUDSON TRUSTEE5 $0$0$0 $01
THOMAS BRALEY SECRETARY5 $0$0$0 $02
TRAVIS SMITH TRUSTEE5 $0$0$0 $04
MICHAEL TACKETT TRUSTEE5 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-08-31 · view filing · original 990 ↗
$3,167,038$1,958,319 $10,595,149$10,595,149 $0$2,826,055 $26308
2023 · Form 990 period ending 2024-08-31 · view filing · original 990 ↗
$1,913,566$1,856,250 $9,215,017$9,215,017 $0$1,613,924 $1,01406
2022 · Form 990 period ending 2023-08-31 · view filing · original 990 ↗
$1,815,419$1,792,379 $8,694,620$8,694,620 $0$1,619,565 $75306
2021 · Form 990 period ending 2022-08-31 · view filing · original 990 ↗
$1,874,683$1,595,542 $8,584,683$8,584,683 $0$1,711,434 $006
2020 · Form 990 period ending 2021-08-31 · view filing · original 990 ↗
$1,862,605$1,382,280 $8,928,244$8,928,244 $0$1,764,646 $006
2019 · Form 990 period ending 2020-08-31 · view filing · original 990 ↗
$1,697,849$1,241,029 $8,091,559$8,091,559 $0$1,511,643 $006
2018 · Form 990 period ending 2019-08-31 · view filing · original 990 ↗
$1,630,510$1,146,543 $7,512,227$7,312,227 $0$1,501,660 $006
2017 · Form 990 period ending 2018-08-31 · view filing · original 990 ↗
$1,504,225$1,094,056 $6,570,620$6,570,620 $0$1,306,363 $000
2016 · Form 990 period ending 2017-08-31 · view filing · original 990 ↗
$1,397,418$1,067,841 $6,051,359$6,051,359 $0$1,286,469 $000
2015 · Form 990 period ending 2016-08-31 · view filing · original 990 ↗
$1,891,014$961,143 $5,607,138$5,602,568 $0$1,697,790 $000
2014 · Form 990 period ending 2015-08-31 · view filing · original 990 ↗
$1,529,809$906,522 $4,584,414$4,578,617 $0$1,458,647 $000

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
IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUSTWVY43 $2,597,739$415,725 SECRETARY$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
WV - OH SUPPLEMENTAL HEALTH PLANWVY43 $3,212,424$2,091,703 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
SPECIAL METALS CORPORATION SALARIED RETIREES VEBA TRWVY43 $3,590,433$3,091,608 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL 596 VACATION FUNDWVY43 $2,531,576$2,531,576 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
WEST VIRGINIA PLUMBERS AND STEAMFITTERS TRUST FUNDWVY43 $5,712,143$5,271,701 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL 968 VACATION PLANWVY43 $1,996,564$1,996,564 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
I B E W LOCAL NO 400 SUPPLEMENTAL BENEFIT FUNDNJY43 $1,662,420$1,669,797 TRUSTEE$384,049 Same NTEE code Y43, revenue within 2x, similar name
LOCAL 298 HEALTH BENEFIT FUND IINYY43 $4,829,522$4,563,529 TRUSTEE/FUND EMPLOYEE$627,701 Same NTEE code Y43, revenue within 2x, similar name
UA LOCAL 716 HEALTH & WELFARE FUNDNYY43 $4,979,712$5,670,637 TRUSTEE$90,854 Same NTEE code Y43, revenue within 2x, similar mission
RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TRPAY43 $2,328,273$4,692,968 TRUSTEE (SEE SCHEDULE O)$2,315 Same NTEE code Y43, revenue within 2x, similar mission
SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUSTTXY43 $3,544,497$3,446,691 VP/CFO$290,736 Same NTEE code Y43, revenue within 2x
IBEW LOCAL 481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUNDINY43 $2,309,817$1,338,668 PLAN ADMINISTRATOR$234,438 Same NTEE code Y43, revenue within 2x, similar name
ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUNDFLY43 $4,822,810$2,789,546 UNION TRUSTEE - CO-CHAIR$116,327 Same NTEE code Y43, revenue within 2x, similar mission
TRINITY HEALTH WELFARE BENEFIT TRMIY43 $3,804,099$3,977,778 SOLE TRUSTEE$3,247 Same NTEE code Y43, revenue within 2x
SEIU LOCAL 105 HEALTH AND WELFARE TRUST FUNDWAY43 $5,250,802$4,575,612 TRUSTEE, CHAIR$0 Same NTEE code Y43, revenue within 2x
CLEAT BENEFIT TRUSTTXY43 $3,894,061$3,715,584 MANAGING TRUSTEE$164,405 Same NTEE code Y43, revenue within 2x
OPTA-OPSRP BENEFITS TRUST FUNDNYY43 $2,358,257$1,784,678 President$0 Same NTEE code Y43, revenue within 2x
TRANSCO MASTER EMPLOYEE WELFARE BENEFITS TRUSTOKY43 $3,817,054$1,904,508 TRUSTEE$40,423 Same NTEE code Y43, revenue within 2x, similar mission
R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUSTOHY43 $1,717,409$1,634,481 PRESIDENT/TRUSTEE$0 Same NTEE code Y43, revenue within 2x
POMPANO BEACH FIREFIGHTERS LOCAL 1549 VEBA TR FUND HEALTH SICK & ACFLY43 $2,872,639$2,770,291 FUND CHAIR$0 Same NTEE code Y43, revenue within 2x
M&I RETIREE HEALTH BENEFITS TRUSTWIY43 $4,012,474$5,478,925 Trustee$0 Same NTEE code Y43, revenue within 2x
ABHE & SVOBODA INC HEALTH AND WELFARE TRUSTMNY43 $1,660,074$1,636,417 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
ASBESTOS WORKERS LOCAL 12 ABATEMENT HEALTH FUNDNYY43 $2,727,133$2,170,718 UNION TRUSTEE$0 Same NTEE code Y43, revenue within 2x
EMPLOYEE BENEFIT TRUST FOR EMPLOYEES OF LIFE INCNCY43 $1,769,597$1,586,935 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TRPAY43 $3,499,015$1,407,245 TRUSTEE$4,000 Same NTEE code Y43, revenue within 2x

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 · $1,958,319 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,851,459--- 94.5%
Fees: investment management $48,069--- 2.5%
Fees: management $29,997--- 1.5%
Fees: accounting $10,319--- 0.5%
Fees: legal $7,703--- 0.4%
Insurance $6,574--- 0.3%
Office expenses $4,198--- 0.2%
Total$1,958,319100%

View the filing

2023 · Form 990 · $1,856,250 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,754,730--- 94.5%
Fees: investment management $44,670--- 2.4%
Fees: management $29,153--- 1.6%
Fees: accounting $10,878--- 0.6%
Fees: legal $7,174--- 0.4%
Insurance $6,525--- 0.4%
Office expenses $3,120--- 0.2%
Total$1,856,250100%

View the filing

2022 · Form 990 · $1,792,379 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,697,131--- 94.7%
Fees: investment management $41,878--- 2.3%
Fees: management $24,083--- 1.3%
Fees: legal $10,387--- 0.6%
Fees: accounting $9,243--- 0.5%
Insurance $8,165--- 0.5%
Office expenses $1,492--- 0.1%
Total$1,792,379100%

View the filing

2021 · Form 990 · $1,595,542 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,505,032--- 94.3%
Fees: investment management $43,502--- 2.7%
Fees: management $21,180--- 1.3%
Fees: accounting $8,944--- 0.6%
Fees: legal $7,028--- 0.4%
Insurance $5,583--- 0.3%
Other (as described)PRINTING $2,358--- 0.1%
Office expenses $1,915--- 0.1%
Total$1,595,542100%

View the filing

2020 · Form 990 · $1,382,280 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,300,707--- 94.1%
Fees: investment management $34,907--- 2.5%
Fees: management $20,722--- 1.5%
Fees: accounting $10,065--- 0.7%
Insurance $6,278--- 0.5%
Fees: legal $4,543--- 0.3%
Other (as described)POSTAGE $3,348--- 0.2%
Office expenses $1,547--- 0.1%
Other (as described)PRINTING $163--- 0.0%
Total$1,382,280100%

View the filing

2019 · Form 990 · $1,241,029 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,174,894--- 94.7%
Fees: investment management $29,979--- 2.4%
Fees: management $13,263--- 1.1%
Fees: accounting $7,910--- 0.6%
Fees: legal $6,207--- 0.5%
Insurance $6,087--- 0.5%
Office expenses $2,322--- 0.2%
Other (as described)PRINTING $204--- 0.0%
Other (as described)POSTAGE $163--- 0.0%
Total$1,241,029100%

View the filing

2018 · Form 990 · $1,146,543 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,075,627--- 93.8%
Fees: investment management $36,263--- 3.2%
Fees: management $13,080--- 1.1%
Fees: accounting $7,964--- 0.7%
Fees: legal $7,841--- 0.7%
Insurance $5,165--- 0.5%
Office expenses $603--- 0.1%
Total$1,146,543100%

View the filing

2017 · Form 990 · $1,094,056 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,023,049--- 93.5%
Fees: investment management $35,468--- 3.2%
Fees: management $13,245--- 1.2%
Fees: accounting $9,462--- 0.9%
Fees: legal $8,125--- 0.7%
Insurance $4,475--- 0.4%
Office expenses $232--- 0.0%
Total$1,094,056100%

View the filing

2016 · Form 990 · $1,067,841 spent · pay $0 · grants $0 · events $374
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,008,888--- 94.5%
Fees: investment management $29,577--- 2.8%
Fees: management $12,101--- 1.1%
Fees: accounting $6,824--- 0.6%
Fees: legal $4,966--- 0.5%
Insurance $4,284--- 0.4%
Office expenses $827--- 0.1%
Conferences, conventions and meetings $374--- 0.0%
Total$1,067,841100%

View the filing

2015 · Form 990 · $961,143 spent · pay $0 · grants $0 · events $244
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $891,867$891,867-- 92.8%
Fees: investment management $31,538-$31,538- 3.3%
Fees: management $16,980-$16,980- 1.8%
Fees: accounting $8,751-$8,751- 0.9%
Fees: legal $7,031-$7,031- 0.7%
Insurance $4,284-$4,284- 0.4%
Office expenses $448-$448- 0.0%
Conferences, conventions and meetings $244-$244- 0.0%
Total$961,143100%

View the filing

2014 · Form 990 · $906,522 spent · pay $0 · grants $0 · events $134
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $838,918$838,918-- 92.5%
Fees: investment management $29,166-$29,166- 3.2%
Fees: management $12,840-$12,840- 1.4%
Fees: legal $11,999-$11,999- 1.3%
Fees: accounting $7,076-$7,076- 0.8%
Insurance $3,952-$3,952- 0.4%
Office expenses $2,437-$2,437- 0.3%
Conferences, conventions and meetings $134-$134- 0.0%
Total$906,522100%

View the filing