AUMdb

Boilermakers National Health & Welfare Fund

EIN 366090694 · 501(c)(9) · Public charity · Bloomington, MN · recognized 1956

Assets
$1.3B
Revenue
$225M
Expenses
$193M
Investment income
$52.9M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
National Investment Services Of America, Llc CRD 307169 fuzzy_auto · 96% 12/31/2024
Corbin Capital Partners, L.P. CRD 130819 fuzzy_auto · 99% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Cigna Health And Life Insurance Company Adminitrative services $7,118,236
Wilson Mcshane Corporation Management services $2,020,104
National Investment Services Inc Investment manager $826,711
Corbin Capital Partners Lp Investment manager $625,173
Tucker Arensberg Pc Legal services $597,382

Officers & directors

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

Name Title Compensation Other
Mario Rodriquez Chief investment officer $423,223 $150,889
Laura Phelps Chief legal officer $341,969 $133,704
Christine King Retirement plans & managing director $333,101 $130,077
Bridget Hillebert Fund employee $178,741 $77,552
Cynthia Dekeyser Fund employee $147,724 $63,287
Kathy James Fund employee $136,050 $65,905
Margaret Shriver Fund employee $115,439 $59,113
Michael Stanton See schedule o $0 $0
Daniel Decarlo See schedule o $0 $0
Byron Carroll Management trustee $0 $0
Scott Ambrose Management trustee $0 $0
Luke Voigt See schedule o $0 $0
Luis Miramontes See schedule o $0 $0
Timothy Simmons See schedule o $0 $0
Timothy Jefferies See schedule o $0 $0
John Valvo Management trustee $0 $0
Ed Mcwhorter Iii Management trustee $0 $0
Aaron Landolt Management trustee $0 $0
Craig Belfatto Management trustee $0 $0
Anthony Howell See schedule o $0 $0
Christopher O'neill See schedule o $0 $0
William Mulconnery See schedule o $0 $0
Joseph Reynolds Management trustee $0 $0
J Michael Carroll Management trustee $0 $0
Sheldon Traxler Management trustee-vice ch $0 $0
John Fultz See schedule o $0 $0
Ronnie Traxler Management trustee - chair $0 $0