AUMdb

U F C W Unions & Employers Midwest Health Benefits Fund

EIN 362440523 · 501(c)(9) · Public charity · Bloomington, MN · recognized 1963

Assets
$14.3M
Revenue
$14.1M
Expenses
$16.5M
Investment income
$735K

Form 990 fiscal year ended 11/30/2024

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
Benesys Inc Third party administrator $341,114
Medical Insurance Consulting Group Inc Medical consulting $233,025
The Segal Company Actuarial services $185,949
Reinhart Boerner Van Deuren Sc Legal services $126,612
Legacy Professionals Llp Accounting services $121,666

Officers & directors

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

Name Title Compensation Other
Steven M Powell Trustee $280,804 $29,880
Robert O'toole Trustee $191,528 $29,085
Jonathan Willigman Trustee-past $179,158 $29,006
Mario Marin Trustee- new $121,300 $27,865
William R Seehafer Trustee $0 $0
Derek Kinney Trustee $0 $0
Brian Jordan Trustee-past $0 $0