AUMdb

N Y C District Council Carpenters Welfare Fund

EIN 135615576 · 501(c)(9) · Public charity · New York, NY · recognized 1951

Assets
$866M
Revenue
$416M
Expenses
$461M
Investment income
$14.9M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

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

Contractor Services Compensation
Independence Administrators Health claim processing $3,923,472
Express Scripts Inc Prescription claims processing $3,145,033
Schultheis & Panettieri Llp Audit/pr audit $2,061,916
Novak Francella Llc Pr audit $1,284,020
Virginia & Ambinder Llp Legal counsel $1,119,849

Officers & directors

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

Name Title Compensation Other
Kristin O'brien Fowlkes Executive dir $267,383 $63,390
Anne Massa Director of finance & inv $230,071 $51,826
David Jacobsen Controller $203,279 $54,748
Benjamin Lambert It director $178,062 $47,435
Theresa Iannizzi Director of admin services $159,777 $45,271
Frances Considine Welfare fund director $158,909 $45,233
Edmond Oshanani Technical project manager $146,482 $43,665
Adam Harkin Eff 0823 Union trustee $0 $0
Robert Wessels Emp trustee $0 $0
David Caraballoso Union trustee $0 $0
Michael Cavanaugh Union trustee $0 $0
Paul Capurso Union trustee $0 $0
John Sheehy Union trustee $0 $0
Joseph Geiger Union trustee - co-chairman $0 $0
John O'hare Emp trustee $0 $0
Michael Salgo Emp trustee $0 $0
John Delollis Emp trustee $0 $0
Kevin O'callaghan Emp trustee $0 $0
David Meberg Emp trustee - co-chairman $0 $0