Heavy & Highway Construction Health & Welfare Fund
EIN 231527636 · 501(c)(9) · Public charity · Philadelphia, PA · recognized 1960
- Assets
- $205M
- Revenue
- $51.1M
- Expenses
- $32.2M
- Investment income
- $14.9M
Form 990 fiscal year ended 04/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 100% | 04/30/2024 |
| Chartwell Investments Ii, Llc CRD 160554 | deterministic · 100% | 04/30/2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 04/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Keystone Health Plan East | Claim administration | $1,333,420 |
| Boyd Watteron Asset Management | Investment management | $311,085 |
| Perry N Blackman Cpa | Accounting | $206,385 |
| Chartwell Investments | Investment management | $161,685 |
| Fred Alger Management Llc | Investment management | $118,674 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Alan Parham | Fund coordinator | $350,709 | $28,808 |
| Esteban Vera Jr | Trustee | $0 | $0 |
| Stanley Sanders | Trustee | $0 | $0 |
| Jim Davis | Trustee | $0 | $0 |
| James Harper Jr | Trustee | $0 | $0 |
| Charles Seravalli Jr | Trustee | $0 | $0 |
| Ryan Boyer | Trustee | $0 | $0 |