AUMdb

Health & Welfare Trust

EIN 366076696 · 501(c)(9) · Public charity · Schaumburg, IL · recognized 1956

Assets
$5.6M
Revenue
$7.1M
Expenses
$8.0M
Investment income
$163K

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Debra Simmons Trustee $245,866 $87,029
James Thomas Alternate trustee $197,156 $89,636
Jose Silva Trustee $166,576 $79,911
Jay Sandler Trustee $0 $0
David Kozin Trustee $0 $0