AUMdb

Central States Joint Board Health & Welfare Trust Fund

EIN 362376645 · 501(c)(9) · Public charity · Hillside, IL · recognized 1958

Assets
$80.8M
Revenue
$70.3M
Expenses
$66.2M
Investment income
$4.4M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Zacks Investment Management, Inc. CRD 110897 deterministic · 100% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Optum Rx Ppo network provider $14,250,969
Blue Cross Blue Shield Of Il Ppo network provider $1,760,144
Valenz Care Utilization review $204,573
Zacks Investment Management Investment management $126,390

Officers & directors

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

Name Title Compensation Other
Mark Spano Chairman $206,304 -$20,091
Anthony Iori Trustee / fund administrator $190,198 $142,017
Philip Sitkowski Trustee $88,261 $44,460
Gary Fairhead Trustee $0 $0
Norman Soep Trustee $0 $0
Sheldon Rosen Trustee $0 $0