Boilermakers National Health & Welfare Fund
BLOOMINGTON, MN
Total revenue
$224.6M
Total expenses
$192.7M
Net assets
$1.3B
Grants received
—
EIN
366090694
Tax year
2024
Mission
To provide health and welfare benefits
Financials
FY 2024
Revenue
Expenses
People
27 listed
LAURA PHELPS
CHIEF LEGAL OFFICER
$221K
26 hrs/wk
MARIO RODRIQUEZ
CHIEF INVESTMENT OFFICER
$135K
12.8 hrs/wk
CHRISTINE KING
RETIREMENT PLANS & MANAGING DIRECTOR
$33K
4 hrs/wk
ANTHONY HOWELL
SEE SCHEDULE O
—
0.92 hrs/wk
CRAIG BELFATTO
MANAGEMENT TRUSTEE
—
0.71 hrs/wk
AARON LANDOLT
MANAGEMENT TRUSTEE
—
0.65 hrs/wk
ED MCWHORTER III
MANAGEMENT TRUSTEE
—
0.88 hrs/wk
JOHN VALVO
MANAGEMENT TRUSTEE
—
1.38 hrs/wk
TIMOTHY JEFFERIES
SEE SCHEDULE O
—
0.65 hrs/wk
RONNIE TRAXLER
MANAGEMENT TRUSTEE - CHAIR
—
1.1 hrs/wk
LUIS MIRAMONTES
SEE SCHEDULE O
—
0.67 hrs/wk
LUKE VOIGT
SEE SCHEDULE O
—
1.42 hrs/wk
SCOTT AMBROSE
MANAGEMENT TRUSTEE
—
0.71 hrs/wk
BYRON CARROLL
MANAGEMENT TRUSTEE
—
0.62 hrs/wk
DANIEL DECARLO
SEE SCHEDULE O
—
1.08 hrs/wk
MICHAEL STANTON
SEE SCHEDULE O
—
1.13 hrs/wk
TIMOTHY SIMMONS
SEE SCHEDULE O
—
0.4 hrs/wk
JOHN FULTZ
SEE SCHEDULE O
—
0.94 hrs/wk
SHELDON TRAXLER
MANAGEMENT TRUSTEE-VICE CH
—
0.85 hrs/wk
J MICHAEL CARROLL
MANAGEMENT TRUSTEE
—
0.12 hrs/wk
JOSEPH REYNOLDS
MANAGEMENT TRUSTEE
—
0.4 hrs/wk
WILLIAM MULCONNERY
SEE SCHEDULE O
—
0.98 hrs/wk
CHRISTOPHER O'NEILL
SEE SCHEDULE O
—
0.5 hrs/wk
BRIDGET HILLEBERT
FUND EMPLOYEE
$178K
40 hrs/wk
CYNTHIA DEKEYSER
FUND EMPLOYEE
$47K
12.8 hrs/wk
KATHY JAMES
FUND EMPLOYEE
$46K
13.6 hrs/wk
MARGARET SHRIVER
FUND EMPLOYEE
$10K
3.2 hrs/wk
Independent contractors
CIGNA HEALTH AND LIFE INSURANCE COMPANY
ADMINITRATIVE SERVICES
WILSON-MCSHANE CORPORATION
MANAGEMENT SERVICES
NATIONAL INVESTMENT SERVICES INC
INVESTMENT MANAGER
CORBIN CAPITAL PARTNERS LP
INVESTMENT MANAGER
TUCKER ARENSBERG PC
LEGAL SERVICES