Teamsters Local Union No 727 Health And Welfare Fund
EIN 366069119 · 501(c)(9) · Public charity · Park Ridge, IL · recognized 1962
- Assets
- $158M
- Revenue
- $89.6M
- Expenses
- $86.9M
- Investment income
- $5.2M
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 |
|---|---|---|
| Everside | Health clinic | $3,089,339 |
| Blue Cross Blue Shield | Claims access fees | $1,868,504 |
| Elite Administration And Insurance Group | Claims administrator | $1,280,400 |
| Paydhealth | Benefits consultant | $492,055 |
| Viveka Health | Operating system development & maintenan | $272,034 |
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 |
| Thomas Marino | Employee | $313,257 | $81,065 |
| Robert Laino | Fund manager | $299,817 | $105,777 |
| Caleen Carter Patton | Trustee | $268,617 | $87,443 |
| Zachary Frankenbach | Asst fund manager | $224,317 | $90,677 |
| Benedict Affetto | Cfr | $190,682 | $83,950 |
| Nicholas Micaletti | Trustee | $185,268 | $74,441 |
| 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 |
| Robert Sheehy | Trustee | $0 | $0 |
| John Mccarthy | Trustee | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 02/28/2025 | $158M | $89.6M | $86.9M | 990 990 · obj 202513529349300826 IRS ↗ |
| 02/29/2024 | $139M | $89.9M | $74.0M | 990 990 · obj 202540159349301209 IRS ↗ |