AUMdb

Emeriti Consortium For Retirement Health Solutions

EIN 571194227 · 501(c)(3) · Public charity · Miami, FL · recognized 2005

Assets
$2.4M
Revenue
$2.9M
Expenses
$3.4M
Investment income
$96.0K

Form 990 fiscal year ended 12/31/2024

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
Jeremiah Hanrahan Legal fees $205,000
Bruce Sheinhaus Consultancy Group Relationship management $107,500

Officers & directors

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

Name Title Compensation Other
Roger Montgomery Vp for finance $353,339 $49,448
Timothy E Lane President & ceo $262,256 $48,207
Tamara M Simon Trustee $16,250 $0
David Anderson Chair $10,000 $0
Paul Fronstin Treasurer $10,000 $0
Richard Ekman Trustee $10,000 $0
Michael S Noetzel Trustee $10,000 $0
Carrie Abildgaard Secretary $0 $0
Robert Burke Trustee $0 $0
Cristle Collins Judd Trustee $0 $0
Daniel T Konstalid Trustee $0 $0
Michael Sigmund Trustee $0 $0