Health & Benefits Trusr Fund Iuoe
EIN 136674743 · 501(c)(9) · Public charity · New York, NY · recognized 1991
- Assets
- $637M
- Revenue
- $232M
- Expenses
- $186M
- Investment income
- $27.3M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 99% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Empire Healthchoice Assurance Inc | Claims processing | $2,381,191 |
| Congress Asset Management | Investment mgmt | $1,032,995 |
| Proskauer Rose Llp | Legal counsel | $528,147 |
| Schultheis & Panettieri Llp | Auditing | $326,072 |
| The Segal Company | Consulting | $320,889 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| William Faranda | Executive dir. | $268,851 | $92,622 |
| Sandra Chin | Cfo | $204,225 | $83,394 |
| Derek Davis | Fund admin | $196,819 | $82,403 |
| Annette Hassell | Asst fund admin | $115,728 | $71,210 |
| Mabel Lau | Bookkeeper | $105,217 | $69,451 |
| Kuba Brown | Trustee | $0 | $0 |
| Thomas Hart | Trustee | $0 | $0 |
| Michael Gadaleta | Trustee | $0 | $0 |
| Raymond Macco | Trustee | $0 | $0 |
| Howard Rothschild | Trustee | $0 | $0 |
| Thomas Hill | Trustee | $0 | $0 |
| Robert Schwartz | Trustee | $0 | $0 |
| Stephen Brennan | Trustee | $0 | $0 |