STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

IRON WORKERS DISTRICT COUNCIL OF TENN VALLEY & VICINITY WELFARE PLA

Cite this

Plain text IRON WORKERS DISTRICT COUNCIL OF TENN VALLEY & VICINITY WELFARE PLA. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/620588259. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). IRON WORKERS DISTRICT COUNCIL OF TENN VALLEY & VICINITY WELFARE PLA [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/620588259

MLA “IRON WORKERS DISTRICT COUNCIL OF TENN VALLEY & VICINITY WELFARE PLA.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/620588259. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $20.5M · expenses $12.2M · assets $61.6M

Also known as
VALLEY & VICINITY WELFARE PLAN
EIN
62-0588259
Address
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
NTEE code
-
Subsection
501(c)(9)
Ruling year
1959
Cross-check
ProPublica Nonprofit Explorer

Mission

PROVIDE HEALTH, DENTAL, VISION, DEATH, AND LIFE INSURANCE BENEFITS TO 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Ryan Scott TRUSTEE2024 2 $0 reported 4
Jacen Davidson TRUSTEE2022-2024 2 $0 reported 8
Keith Hopper TRUSTEE2012-2024 2 $0 reported 3
J David Beckler TRUSTEE2017-2024 2 $0 reported 2
Jack Jarrell CHAIRMAN2018-2024 2 $0 reported 3
Jeb Miles TRUSTEE2016-2024 2 $0 reported 4
Christopher O'Keefe TRUSTEE2019-2024 2 $0 reported 3
Michael B Pfieffer CO-CHAIRMAN2017-2024 2 $0 reported 1
Sean P Kimball (former) TRUSTEE2014-2023 2 $0 reported 6
Rodney Good (former) TRUSTEE2013-2021 2 $0 reported 8
Steve Kirkland (former) TRUSTEE2012-2018 2 $0 reported 4
Larry Brown (former) VICE CHAIRMA2016-2017 2 $0 reported 1
David Beckler (former) TRUSTEE2012-2016 1 $0 reported 2
Mike Pfieffer (former) TRUSTEE2014-2016 1 $0 reported 2
Melvin Brewer (former) Chairman2012-2015 1 $0 reported 5
Marvin Prince (former) Trustee2013-2015 1 $0 reported 3
Robert Leonard (former) Trustee2012-2015 1 $0 reported 2
RJ Ward (former) Trustee2012-2015 1 $0 reported 2
Mike Scoggins (former) Trustee2014-2015 1 $0 reported 2
Steve Sterchi (former) Trustee2012-2014 1 $0 reported 1
Sam Mcelroy (former) TRUSTEE2012-2013 1 $0 reported 5
Ron Mcnatt (former) TRUSTEE2012-2013 1 $0 reported 2
Doug Sexton (former) TRUSTEE2012-2013 1 $0 reported 2
Buddy Blaxton (former) TRUSTEE2012 1 $0 reported 2
Jerry Wakefield (former) TRUSTEE2012 1 $0 reported 1

People by year

2024 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
JACEN DAVIDSON TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL CHAIRMAN2 $0$0$0 $03
JEB MILES TRUSTEE2 $0$0$0 $04
CHRISTOPHER O'KEEFE TRUSTEE2 $0$0$0 $03
MICHAEL B PFIEFFER CO-CHAIRMAN2 $0$0$0 $01
RYAN SCOTT TRUSTEE2 $0$0$0 $04
2023 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
JACEN DAVIDSON TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL CHAIRMAN2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
JEB MILES TRUSTEE2 $0$0$0 $04
CHRISTOPHER O'KEEFE TRUSTEE2 $0$0$0 $03
MICHAEL B PFIEFFER CO-CHAIRMAN2 $0$0$0 $01
2022 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
JACEN DAVIDSON TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL CHAIRMAN2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
JEB MILES TRUSTEE2 $0$0$0 $04
CHRISTOPHER O'KEEFE TRUSTEE2 $0$0$0 $03
MICHAEL B PFIEFFER CO-CHAIRMAN2 $0$0$0 $01
2021 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
RODNEY GOOD TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL CHAIRMAN2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
JEB MILES TRUSTEE2 $0$0$0 $04
CHRISTOPHER O'KEEFE TRUSTEE2 $0$0$0 $03
MICHAEL B PFIEFFER CO-CHAIRMAN2 $0$0$0 $01
2020 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
RODNEY GOOD TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL CHAIRMAN2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
JEB MILES TRUSTEE2 $0$0$0 $04
CHRISTOPHER O'KEEFE TRUSTEE2 $0$0$0 $03
MICHAEL B PFIEFFER CO-CHAIRMAN2 $0$0$0 $01
2019 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
RODNEY GOOD TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL CHAIRMAN2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
JEB MILES TRUSTEE2 $0$0$0 $04
CHRISTOPHER O'KEEFE TRUSTEE2 $0$0$0 $03
MICHAEL B PFIEFFER CO-CHAIRMAN2 $0$0$0 $01
2018 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL B PFIEFFER CHAIRMAN2 $0$0$0 $01
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
RODNEY GOOD TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
JACK JARRELL TRUSTEE2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
STEVE KIRKLAND TRUSTEE2 $0$0$0 $04
JEB MILES TRUSTEE2 $0$0$0 $04
2017 · 8 people listed · none paid · 8 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL B PFIEFFER CHAIRMAN2 $0$0$0 $01
LARRY BROWN VICE CHAIRMA2 $0$0$0 $01
J DAVID BECKLER TRUSTEE2 $0$0$0 $02
RODNEY GOOD TRUSTEE2 $0$0$0 $08
KEITH HOPPER TRUSTEE2 $0$0$0 $03
SEAN-PAUL KIMBALL TRUSTEE2 $0$0$0 $06
STEVE KIRKLAND TRUSTEE2 $0$0$0 $04
JEB MILES TRUSTEE2 $0$0$0 $04
2016 · 8 people listed · none paid · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LARRY BROWN TRUSTEE1 $0$0$0 $01
SEAN KIMBALL TRUSTEE1 $0$0$0 $06
JEB MILES TRUSTEE1 $0$0$0 $04
STEVE KIRKLAND TRUSTEE1 $0$0$0 $04
DAVID BECKLER TRUSTEE1 $0$0$0 $02
KEITH HOPPER TRUSTEE1 $0$0$0 $03
MIKE PFIEFFER TRUSTEE1 $0$0$0 $02
RODNEY GOOD TRUSTEE1 $0$0$0 $08
2015 · 11 people listed · none paid · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RJ Ward Trustee1 $0$0$0 $02
Sean Kimball Trustee1 $0$0$0 $06
Melvin Brewer Chairman1 $0$0$0 $05
Steve Kirkland Trustee1 $0$0$0 $04
Mike Scoggins Trustee1 $0$0$0 $02
David Beckler Trustee1 $0$0$0 $02
Keith Hopper Trustee1 $0$0$0 $03
Robert Leonard Trustee1 $0$0$0 $02
Mike Pfieffer Trustee1 $0$0$0 $02
Marvin Prince Trustee1 $0$0$0 $03
Rodney Good Trustee1 $0$0$0 $08
2014 · 12 people listed · none paid · 16 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RJ Ward Vice Chairman1 $0$0$0 $02
Sean Kimball Trustee1 $0$0$0 $06
Melvin Brewer Trustee1 $0$0$0 $05
Steve Kirkland Trustee1 $0$0$0 $04
Mike Scoggins Trustee1 $0$0$0 $02
Steve Sterchi Trustee1 $0$0$0 $01
David Beckler Trustee1 $0$0$0 $02
Keith Hopper Trustee1 $0$0$0 $03
Robert Leonard Trustee1 $0$0$0 $02
Mike Pfieffer Trustee1 $0$0$0 $02
Marvin Prince Trustee1 $0$0$0 $03
Rodney Good Trustee1 $0$0$0 $08
2013 · 12 people listed · none paid · 32 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RJ WARD VICE CHAIRMA1 $0$0$0 $02
RON MCNATT TRUSTEE1 $0$0$0 $02
MELVIN BREWER TRUSTEE1 $0$0$0 $05
STEVE KIRKLAND TRUSTEE1 $0$0$0 $04
SAM MCELROY TRUSTEE1 $0$0$0 $05
STEVE STERCHI TRUSTEE1 $0$0$0 $01
DAVID BECKLER TRUSTEE1 $0$0$0 $02
KEITH HOPPER TRUSTEE1 $0$0$0 $03
ROBERT LEONARD 1 $0$0$0 $02
DOUG SEXTON TRUSTEE1 $0$0$0 $02
MARVIN PRINCE TRUSTEE1 $0$0$0 $03
RODNEY GOOD TRUSTEE1 $0$0$0 $08
2012 · 12 people listed · none paid · 29 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RJ WARD TRUSTEE1 $0$0$0 $02
RON MCNATT TRUSTEE1 $0$0$0 $02
MELVIN BREWER TRUSTEE1 $0$0$0 $05
STEVE KIRKLAND TRUSTEE1 $0$0$0 $04
SAM MCELROY TRUSTEE1 $0$0$0 $05
STEVE STERCHI TRUSTEE1 $0$0$0 $01
DAVID BECKLER TRUSTEE1 $0$0$0 $02
KEITH HOPPER TRUSTEE1 $0$0$0 $03
ROBERT LEONARD 1 $0$0$0 $02
DOUG SEXTON TRUSTEE1 $0$0$0 $02
JERRY WAKEFIELD TRUSTEE1 $0$0$0 $01
BUDDY BLAXTON TRUSTEE1 $0$0$0 $02

Highest-paid independent contractors

2024 · 2 contractors · $697K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNTHRID PARTY ADM$361,500
UMRWAUSAU, WIPPO$335,665
2023 · 2 contractors · $813K
NameLocationServicePaid
UMRWAUSAU, WIPPO$451,599
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNTHRID PARTY ADM$361,500
2022 · 2 contractors · $723K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNTHRID PARTY ADM$361,500
UMRWAUSAU, WIPPO$361,134
2021 · 2 contractors · $684K
NameLocationServicePaid
UMRWAUSAU, WIPPO$371,927
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATOR$312,500
2020 · 2 contractors · $544K
NameLocationServicePaid
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATOR$277,500
UMR$266,621
2019 · 2 contractors · $493K
NameLocationServicePaid
CIGNA HEALTH AND LIFE INSURANCE COCHATTANOOGA, TNPPO$266,410
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATOR$226,800
2018 · 2 contractors · $525K
NameLocationServicePaid
CIGNA HEALTH AND LIFE INSURANCE COCHATTANOOGA, TNPPO$298,040
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNADMINISTRATOR$226,800

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 ↗
$20,547,677$12,191,804 $61,563,313$55,662,240 $0$14,350,845 -0-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$19,774,208$9,063,972 $52,530,696$47,306,367 $0$13,727,336 -0-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$11,167,312$11,327,492 $42,289,714$36,596,131 $0$13,943,693 -0-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$17,688,839$10,601,767 $42,102,805$36,756,311 $0$13,688,369 -0-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$15,974,421$8,395,836 $33,403,606$29,669,239 $0$12,330,919 -0-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$14,362,073$7,241,626 $25,098,015$22,090,654 $0$12,054,331 -0-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$9,133,227$6,444,231 $17,724,802$14,970,207 $0$9,074,573 -0-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$8,980,397$8,835,535 $15,330,617$12,281,211 $0$8,528,759 -8-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$7,795,229$7,359,104 $15,058,352$12,136,349 $0$7,381,261 $080
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,833,066$8,168,359 $14,641,858$11,400,352 $0$4,405,153 $080
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$6,531,220$7,613,366 $18,022,661$14,694,863 $0$5,985,776 $0160
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$6,014,068$6,898,483 $18,884,447$15,478,237 $0$5,542,543 -32-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$6,423,187$7,689,856 $19,932,732$16,327,446 $0$5,635,908 -29-

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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
IRON WORKERS DISTRICT COUNCIL -PHILADELPHIA & VICINITY-WELFARE PPANot reported $36,415,533$31,073,146 Employee$207,311 Similar name, revenue within 2x
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TROHNot reported $78,677,331$67,917,871 ADMINISTRATIVE MANAGER$221,461 Similar name, revenue within 5x, similar mission
IRON WORKERS DISTRICT COUNCIL OF WESTERN NY & VICINITY WELFARE PLANNYNot reported $7,948,001$6,110,709 LABOR TRUSTE$179,512 Similar name, revenue within 5x
IRON WORKERS DISTRICT COUNCIL OFTNNot reported $99,689$336,218 SERGEANT AT ARMS & CONDUCT$1,656 Similar name, revenue differs more than 10x, same state
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYINNot reported $1,462,293$1,135,748 PRESIDENT$49,347 Similar name, revenue differs more than 10x
DISTRICT COUNCIL OF IRON WORKERS OF GREATER NY & VICINITYNYNot reported $1,136,439$1,200,658 ORGANIZER$239,140 Similar name, revenue differs more than 10x
IRON WORKERS DISTRICT COUNCIL OF CHICAGO AND VICINITYILNot reported $813,544$502,801 PRESIDENT$0 Similar name, revenue differs more than 10x
Iron Workers District Council of theNENot reported $108,340$86,809 President$0 Similar name, revenue differs more than 10x

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 · $12,191,804 spent · pay $18,237 · grants $0 · events $4,085
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,038,523--- 82.3%
Other (as described)BRAVURA HEALTH & WELLNESS $607,229--- 5.0%
Insurance $495,820--- 4.1%
Other (as described)PREFERRED PROVIDER FEES $433,075--- 3.6%
Fees: management $337,500--- 2.8%
Fees: investment management $112,617--- 0.9%
Fees: legal $25,052--- 0.2%
Fees: other services $24,000--- 0.2%
Fees: accounting $23,550--- 0.2%
All other expenses $22,476--- 0.2%
Office expenses $20,826--- 0.2%
Other (as described)PRICE ESTIMATOR TOOL FEES $19,542--- 0.2%
Payroll taxes $18,237--- 0.1%
Other (as described)INDEPENDENT DISPUTE RESOL $9,272--- 0.1%
Conferences, conventions and meetings $4,085--- 0.0%
Total$12,191,804100%

View the filing

2023 · Form 990 · $9,063,972 spent · pay $11,794 · grants $0 · events $1,818
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,027,797--- 77.5%
Other (as described)BRAVURA HEALTH & WELLNESS $561,341--- 6.2%
Insurance $453,956--- 5.0%
Other (as described)PREFERRED PROVIDER FEES $451,599--- 5.0%
Fees: management $337,500--- 3.7%
Fees: investment management $86,013--- 0.9%
Fees: legal $33,006--- 0.4%
Fees: other services $24,000--- 0.3%
Fees: accounting $22,575--- 0.2%
Office expenses $17,636--- 0.2%
All other expenses $14,141--- 0.2%
Other (as described)PRICE ESTIMATOR TOOL FEES $13,899--- 0.2%
Payroll taxes $11,794--- 0.1%
Other (as described)FIDUCIARY LIABILITY INSUR $6,897--- 0.1%
Conferences, conventions and meetings $1,818--- 0.0%
Total$9,063,972100%

View the filing

2022 · Form 990 · $11,327,492 spent · pay $0 · grants $0 · events $3,015
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,400,492--- 83.0%
Other (as described)BRAVURA HEALTH & WELLNESS $569,398--- 5.0%
Insurance $444,634--- 3.9%
Other (as described)PREFERRED PROVIDER FEES $361,134--- 3.2%
Fees: management $337,500--- 3.0%
Fees: investment management $75,143--- 0.7%
Fees: legal $47,303--- 0.4%
Fees: other services $30,000--- 0.3%
Fees: accounting $23,700--- 0.2%
Office expenses $15,483--- 0.1%
All other expenses $6,859--- 0.1%
Other (as described)FIDUCIARY LIABILITY INSUR $6,849--- 0.1%
Other (as described)PCORI FEES $5,982--- 0.1%
Conferences, conventions and meetings $3,015--- 0.0%
Total$11,327,492100%

View the filing

2021 · Form 990 · $10,601,767 spent · pay $0 · grants $0 · events $2,724
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,519,349--- 80.4%
Insurance $670,837--- 6.3%
Other (as described)BRAVURA HEALTH & WELLNESS $490,194--- 4.6%
Other (as described)PREFERRED PROVIDER FEES $371,927--- 3.5%
Fees: management $288,500--- 2.7%
Fees: investment management $87,433--- 0.8%
Other (as described)CONTRIBUTIONS TO HELMETS $40,548--- 0.4%
Office expenses $37,337--- 0.4%
Fees: legal $28,519--- 0.3%
Fees: other services $24,000--- 0.2%
Fees: accounting $21,400--- 0.2%
All other expenses $11,465--- 0.1%
Other (as described)FIDUCIARY LIABILITY INSUR $7,534--- 0.1%
Conferences, conventions and meetings $2,724--- 0.0%
Total$10,601,767100%

View the filing

2020 · Form 990 · $8,395,836 spent · pay $0 · grants $0 · events $902
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,591,687--- 78.5%
Other (as described)STOP LOSS INSURANCE $489,659--- 5.8%
Other (as described)BRAVURA HEALTH & WELLNESS $382,585--- 4.6%
Other (as described)PREFERRED PROVIDER FEES $341,627--- 4.1%
Fees: management $253,500--- 3.0%
Other (as described)LIFE INSURANCE PREMIUMS $116,600--- 1.4%
Fees: investment management $83,082--- 1.0%
All other expenses $61,145--- 0.7%
Fees: other services $24,000--- 0.3%
Fees: legal $21,525--- 0.3%
Fees: accounting $16,975--- 0.2%
Office expenses $12,549--- 0.1%
Conferences, conventions and meetings $902--- 0.0%
Total$8,395,836100%

View the filing

2019 · Form 990 · $7,241,626 spent · pay $0 · grants $0 · events $2,285
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,533,697--- 76.4%
Other (as described)STOP LOSS INSURANCE $429,255--- 5.9%
Other (as described)BRAVURA HEALTH & WELLNESS $416,172--- 5.7%
Other (as described)PREFERRED PROVIDER FEES $357,146--- 4.9%
Fees: management $202,800--- 2.8%
Other (as described)LIFE INSURANCE PREMIUMS $106,198--- 1.5%
Fees: investment management $65,830--- 0.9%
All other expenses $50,211--- 0.7%
Fees: other services $24,000--- 0.3%
Fees: accounting $19,700--- 0.3%
Fees: legal $19,324--- 0.3%
Office expenses $15,008--- 0.2%
Conferences, conventions and meetings $2,285--- 0.0%
Total$7,241,626100%

View the filing

2018 · Form 990 · $6,444,231 spent · pay $14,272 · grants $0 · events $1,708
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,528,729--- 85.8%
Other (as described)STOP LOSS INSURANCE $362,620--- 5.6%
Fees: management $202,800--- 3.1%
Other (as described)LIFE INSURANCE PREMIUMS $86,985--- 1.3%
Fees: investment management $73,085--- 1.1%
Other (as described)SHARED EXPENSES $28,912--- 0.4%
Depreciation and depletion $24,641--- 0.4%
Fees: legal $24,574--- 0.4%
Fees: accounting $24,040--- 0.4%
Fees: other services $24,000--- 0.4%
Office expenses $23,857--- 0.4%
All other expenses $16,428--- 0.3%
Pension plan contributions $13,872--- 0.2%
Other (as described)FIDUCIARY LIABILITY INSUR $7,580--- 0.1%
Conferences, conventions and meetings $1,708--- 0.0%
Payroll taxes $400--- 0.0%
Total$6,444,231100%

View the filing

2017 · Form 990 · $8,835,535 spent · pay $268,233 · grants $0 · events $11,552
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,638,118--- 86.4%
Other (as described)STOP LOSS INSURANCE $470,945--- 5.3%
Other salaries and wages $162,564--- 1.8%
Pension plan contributions $92,904--- 1.1%
Other (as described)LIFE INSURANCE PREMIUMS $90,573--- 1.0%
Fees: investment management $87,783--- 1.0%
Fees: other services $78,448--- 0.9%
Other (as described)COMPUTER PROGRAMMING FEES $61,012--- 0.7%
Depreciation and depletion $30,092--- 0.3%
Office expenses $19,888--- 0.2%
Fees: accounting $19,102--- 0.2%
Fees: legal $18,851--- 0.2%
Fees: management $17,622--- 0.2%
All other expenses $15,244--- 0.2%
Payroll taxes $12,765--- 0.1%
Conferences, conventions and meetings $11,552--- 0.1%
Other (as described)PROPERTY EXPENSE $8,072--- 0.1%
Total$8,835,535100%

View the filing

2016 · Form 990 · $7,359,104 spent · pay $67,200 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,306,032--- 85.7%
Fees: other services $576,854--- 7.8%
Other (as described)SHARE OF ALLOCATED EXPE $209,447--- 2.8%
Fees: investment management $75,537--- 1.0%
Other employee benefits $67,200--- 0.9%
Depreciation and depletion $35,619--- 0.5%
Fees: legal $34,211--- 0.5%
Occupancy $19,434--- 0.3%
Office expenses $18,427--- 0.3%
Other (as described)FIDUCIARY LIABILITY INS $16,343--- 0.2%
Total$7,359,104100%

View the filing

2015 · Form 990 · $8,168,359 spent · pay $182 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,097,628--- 86.9%
Fees: other services $677,551--- 8.3%
Other (as described)Share of Allocated Expe $206,848--- 2.5%
Fees: investment management $86,544--- 1.1%
Fees: legal $34,760--- 0.4%
Depreciation and depletion $33,865--- 0.4%
Other (as described)Fiduciary Liability Ins $13,765--- 0.2%
Occupancy $10,501--- 0.1%
Office expenses $6,715--- 0.1%
Payroll taxes $182--- 0.0%
Total$8,168,359100%

View the filing

2014 · Form 990 · $7,613,366 spent · pay $26,247 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,711,446--- 88.2%
Fees: other services $489,087--- 6.4%
Other (as described)Share of Allocated Expe $191,178--- 2.5%
Fees: investment management $88,060--- 1.2%
Depreciation and depletion $33,088--- 0.4%
Other salaries and wages $23,829--- 0.3%
Fees: accounting $21,950--- 0.3%
Other (as described)Fiduciary Liability Ins $21,010--- 0.3%
Fees: legal $20,311--- 0.3%
Occupancy $4,664--- 0.1%
Other (as described)Taxes and Licenses $4,122--- 0.1%
Payroll taxes $2,418--- 0.0%
Office expenses $2,203--- 0.0%
Total$7,613,366100%

View the filing

2013 · Form 990 · $6,898,483 spent · pay $67,187 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,916,360--- 85.8%
Fees: other services $489,885--- 7.1%
Other (as described)SHARE OF ALLOCATED EXP $270,536--- 3.9%
Fees: investment management $82,805--- 1.2%
Other salaries and wages $60,557--- 0.9%
Occupancy $23,330--- 0.3%
Fees: accounting $20,909--- 0.3%
Fees: legal $9,748--- 0.1%
Insurance $8,709--- 0.1%
Payroll taxes $6,630--- 0.1%
Other (as described)BAD DEBT $6,086--- 0.1%
Office expenses $2,928--- 0.0%
Total$6,898,483100%

View the filing

2012 · Form 990 · $7,689,856 spent · pay $67,169 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,668,352--- 86.7%
Fees: other services $538,811--- 7.0%
Other (as described)SHARE OF ALLOCATED EXP $232,771--- 3.0%
Fees: investment management $83,216--- 1.1%
Other salaries and wages $59,143--- 0.8%
Other (as described)BAD DEBT $30,754--- 0.4%
Insurance $23,520--- 0.3%
Fees: accounting $18,227--- 0.2%
Fees: legal $18,128--- 0.2%
Payroll taxes $8,026--- 0.1%
Occupancy $7,952--- 0.1%
Office expenses $956--- 0.0%
Total$7,689,856100%

View the filing