AUMdb

Teamsters Local Union No 727 Legal Assistance Trust Fund

EIN 363429967 · 501(c)(9) · Public charity · Park Ridge, IL · recognized 1993

Assets
$7.4M
Revenue
$7.1M
Expenses
$6.3M
Investment income
$243K

Form 990 fiscal year ended 02/28/2025

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
Ctm Legal Legal benefits and collection services $2,741,464

Officers & directors

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

Name Title Compensation Other
John T Coli Jr Trustee $350,667 $101,570
Robert Laino Fund manager $299,817 $105,777
Caleen Carter Patton Trustee $268,617 $87,443
Zach Frankenbach Assistant fund manager $224,317 $90,677
Benedict Affetto Cfr $190,682 $83,950
Nicholas Micaletti Trustee $185,268 $74,441
Thomas Marino Employee $176,257 $81,065
Melvin Pryor Cfr $174,329 $80,680
Benjamin Rodriguez Cfr $173,675 $80,549
Scott Johnson Cfr $173,020 $80,418
Michael Degard Trustee $156,992 $69,925
Greg Youmans Trustee $108,300 $0
Carl Tominberg Trustee $99,975 $0
John Mccarthy Trustee $0 $0
Robert Sheehy Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
02/28/2025 $7.4M $7.1M $6.3M 990 990 · obj 202543529349301264 IRS ↗
02/29/2024 $6.2M $7.2M $5.9M 990 990 · obj 202510159349301061 IRS ↗