AUMdb

Smart Local 265 Welfare Fund

EIN 362356062 · 501(c)(9) · Public charity · Downers Grove, IL · recognized 1968

Assets
$41.4M
Revenue
$33.6M
Expenses
$37.5M
Investment income
$-710K

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
Blue Cross Blue Shield Ppo access fees $750,922
Express Scripts Rx admin fees $457,367
Valenz Protekht Llc Claim fees $180,743
The Segal Company Consulting/actuarial fees $152,831
Baum Sigman Auerbach & Neuman Legal fees $118,269

Officers & directors

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

Name Title Compensation Other
John Daniel Trustee $236,661 $112,742
Matthew Gugala Trustee $178,594 $101,688
Katie Eby Administrator $174,607 $64,810
Kevin Galass Trustee $159,850 $97,938
Brian Mcsherry Trustee $157,684 $96,745
Ron Mika Trustee $157,436 $98,032
Brian Dahlman Trustee $155,530 $97,770
Brian Doxie Claims manager $107,670 $64,454
Pat Hudgens Trustee $0 $0
John Shaw Trustee $0 $0
Ken Wiesbrook Trustee $0 $0
Andy Yonkus Trustee $0 $0
Terrance Van Someren Trustee $0 $0