AUMdb

Operating Engineers Local 825 Welfare Fund

EIN 226033381 · 501(c)(9) · Public charity · Springfield, NJ · recognized 1952

Assets
$321M
Revenue
$207M
Expenses
$185M
Investment income
$12.1M

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
Decotiis Fitzpatrick Cole & Giblin Legal service $1,136,250
Calibre Cpa Group Financial and payroll audit services $585,299
Chartwell Investment Partners Invesetment management fees $380,701
Computer Management & Marketing Information technology services $304,094
The Lindenberger Group Hr management $201,008

Officers & directors

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

Name Title Compensation Other
Gregory Lalevee Chairman - union trustee $314,891 $78,101
Dave Daleo Dir. information technolog $281,192 $75,894
Christine Medich Administrator $253,949 $65,425
John Wood Union trustee $211,116 $69,137
Joseph Grace Jr Union trustee $208,461 $69,411
Alex Kolbasowski Union trustee $206,915 $69,137
Susan Sonntag Director accounting & finance $182,979 $59,400
Christopher Schiavino Senior infrastructure engineer $147,891 $56,010
Michael Daleo Senior software engineer $147,325 $55,959
Eric Torbic Director collections & audits $146,339 $55,832
Patrice Clarke Audits manager $132,842 $54,502
Ross J Pepe Co-chairman - employer trustee $0 $0
David Murawski Employer trustee $0 $0
Arthur Corwin Employer trustee $0 $0
Jack Kocsis Jr Employer trustee $0 $0