AUMdb

Teamsters Local 97 Fund

EIN 222004832 · 501(c)(9) · Public charity · Clark, NJ · recognized 1974

Assets
$5.7M
Revenue
$17.1M
Expenses
$17.4M
Investment income
$143K

Form 990 fiscal year ended 07/31/2024

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
Horizon Blue Cross & Blue Shield Claims administration $819,577
Global Pharmaceutical Benefits Llc Claims administration $269,161
Fabian & Byrn Llc Claims administration $175,095

Officers & directors

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

Name Title Compensation Other
Maria Perez Trustee $167,127 $66,089
Elaine Alessio Fund manager $136,623 $40,381
Patrick Guaschino Trustee $126,952 $56,479
George Burr Trustee $102,980 $52,056
Daniel Reiman Trustee $0 $0