AUMdb

Welfare Fund Of Local One Iatse

EIN 136174166 · 501(c)(9) · Public charity · New York, NY · recognized 1966

Assets
$65.5M
Revenue
$60.2M
Expenses
$46.1M
Investment income
$903K

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
Aetna Life Insurance Co Claims administrator $1,005,044
Saveonsp Llc Prescrip. reviewer $505,705
The Segal Company Actuarial svcs/consult $227,701
Express Scripts Claims administrator $137,487

Officers & directors

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

Name Title Compensation Other
Holly Ubilla Dir of fund administration $258,000 $81,270
Gloria Shea Welfare supervisor $120,244 $37,877
Mariann Zappalla Pe/an supervisor $108,364 $34,134
Robert Mcdonough Trustee $0 $0
Michael Wekselblatt Trustee $0 $0
Michael Caffrey Trustee $0 $0
Christopher Brockmeyer Trustee $0 $0
Diana Fortuna Trustee thru 8/2023 $0 $0
Todd A Palo Trustee $0 $0