AUMdb

Pipe Trades Industry Health & Welfare Plan

EIN 351063466 · 501(c)(9) · Public charity · Terre Haute, IN · recognized 1965

Assets
$90.0M
Revenue
$57.9M
Expenses
$45.1M
Investment income
$2.5M

Form 990 fiscal year ended 06/30/2025

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
United Healthcare Pdp $3,831,171
Anthem Insurance Company Ppo $1,391,532
R&E Software Designs Software consulting $257,465

Officers & directors

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

Name Title Compensation Other
Stephanie Morgan Admin manager $134,349 $40,845
Mark A Unger Chairman $0 $0
Keith Murt Trustee $0 $0
Keith Kolb Trustee $0 $0
John Bates Sec-treasurer $0 $0
Derek Sanderson Trustee $0 $0
Troy Bennett Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $90.0M $57.9M $45.1M 990 990 · obj 202503499349301300 IRS ↗
06/30/2024 $73.9M $53.9M $45.1M 990 990 · obj 202520159349301077 IRS ↗