AUMdb

United Food & Commercial Workers Union Employer Hlth & Welfare Fund

EIN 346726563 · 501(c)(9) · Public charity · Broadview Hts, OH · recognized 1959

Assets
$117M
Revenue
$128M
Expenses
$115M
Investment income
$3.5M

Form 990 fiscal year ended 09/30/2024

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
Merrill Lynch Investment $333,332
Wainblat Law Legal fees $264,001
Cunningham & Associates Accounting fees $138,200
Bridgeway Technologies Computer cosult $135,249
Infostore Records $130,520

Officers & directors

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

Name Title Compensation Other
Sasha Phillips Employer tru $0 $0
Nick Albrecht Employer tru $0 $0
Thomas Heinen Employer tru $0 $0
Miles Anderson Union truste $0 $0
Carl Ivka Union truste $0 $0
Eric Polischak Employer tru $0 $0
Carl Green Union truste $0 $0
Michael Dancy Union truste $0 $0