AUMdb

Ibpat District Council No Ii Health Fund

EIN 060683942 · 501(c)(9) · Public charity · Meriden, CT · recognized 1985

Assets
$42.1M
Revenue
$17.4M
Expenses
$16.5M
Investment income
$2.4M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Anchor Capital Advisors Llc CRD 105540 deterministic · 100% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Zenith American Solutions Inc Third party admin. $489,172
Anthem Bcbs Ppo $340,458
Anchor Capital Advisors Llc Investment management $182,929

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jason Werthman Trustee/co-chair $200,599 $71,949
Mark Verity Trustee $152,882 $69,453
Justin Kelley Trustee $152,882 $59,223
Joseph Fazzino Trustee $136,942 $67,301
Malcolm Mackenzie Trustee/co-chair $0 $0
Andrew F Mele Trustee $0 $0
Paul Caramanica Trustee $0 $0