Cause IQ organization profile

M and I Health Retiree Program

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

M and I Health Retiree Program is a fraternal society based in Milwaukee, WI that was founded in 2005. As of 2019 they had $8.1 million in revenue and $71 million in assets.

Previous legal names or variations of their name include: M&I Retiree Health Benefits Trust.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at M and I Health Retiree Program

Provide health benefits to retirees cette cece eect eens ee eeceeecee een e teen neers ‘ Ue

Form 990s for M and I Health Retiree Program

Fiscal year endingDate received by IRSFormPDF link
2018-12Jan 7, 2020990OView PDF
2017-12Mar 11, 2019990OView PDF
2016-12Jun 8, 2017990OView PDF
2015-12Jun 28, 2016990OView PDF
2014-12Apr 23, 2015990OView PDF
...and four more Form 990 PDFs

Financials for M and I Health Retiree Program

Total grants, contributions, etc.$0
Program services$4,290,772
Investment income and dividends$1,829,855
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,020,158
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$8,140,785

Vendors for M and I Health Retiree Program

VendorServicesAmount paidDate
KimbiaFundraising software2020-06-27
███████ ███ ████Fundraising software; Payment processing2020-06-27
████████Tax accounting2020-01-07

Personnel at M and I Health Retiree Program

NameTitleCompensationMost recent data
Peter MadsenVice President-March 11, 2019

Peer fraternal organizations

1United Food and Commerical Workers Unions and Employers Health Plan501(c)(9)$2.2 millionMilwaukee, WI
2Wisconsin Masons Health Care Fund501(c)(9)$29 millionMadison, WI
3Associated Banc-Corp Group Health Employee Benefit Plan and Trust501(c)(9)$39 millionGreen Bay, WI
4Blain Supply and Farm & Fleet Employee Welfare Benefit Plan501(c)(9)$11 millionJanesville, WI
5Milwaukee Painters Local Union No 781 Health Fund501(c)(9)$12 millionMilwaukee, WI
6Wisconsin Pipe Trades Health Fund501(c)(9)$34 millionMilwaukee, WI
7Cinti Bell Retiree Flex Medical501(c)(9)$5.2 millionMilwaukee, WI
8Un-Sp HLTH Ben TR Emp City St Paul501(c)(9)$3.4 millionMilwaukee, WI
9City of Minneapolis Veba 12627200501(c)(9)$7.6 millionMilwaukee, WI
10Metropolitan Council Hra Plan501(c)(9)$3.1 millionMilwaukee, WI
11Cinti Bell Retiree Coll Barg Medical501(c)(9)$5.9 millionMilwaukee, WI
12Cinti Bell Active Medical Care501(c)(9)$37 millionMilwaukee, WI
13Ecw Health Benefit Trust and Plan501(c)(9)$5.9 millionGreenwood, WI
14MN Veba Trust for Eden Prairie Schools501(c)(9)$2.4 millionLa Crosse, WI
15Wisconsin Bankers Association Insurance Trust Fund501(c)(9)$11 millionSun Prairie, WI
16Local Unions No 19 and 127 Health and Welfare Fund501(c)(9)$8.6 millionMilwaukee, WI
17Peoples Energy Corporation Life and Health Benefits Trust501(c)(9)$36 millionMilwaukee, WI
18Iron Workers Local 8 Welfare Fund501(c)(9)$16 millionMilwaukee, WI
19SC Johnson and Son Retiree Medical Benefits Trust501(c)(9)$24 millionRacine, WI
20WAICU Benefits Consortium501(c)(9)$22 millionMadison, WI
21Fox Valley Sheet Metal Health Fund501(c)(9)$11 millionWaukesha, WI
22Interstate Power and Light Non-Bargaining Employees Health501(c)(9)$5.8 millionMadison, WI
23Milwaukee Roofers Health Fund501(c)(9)$4.0 millionNew Berlin, WI
24Local 434 Health and Welfare Fund Workers and Service Techs501(c)(9)$14 millionMosinee, WI
25Baycare Employees Employee Welfare Benefit Program501(c)(9)$10 millionGreen Bay, WI