Contractor
National Investment Services
12 customers • 64 returns • Latest tax year 2024 • Milwaukee, WI
Investment ManagerInvestment ManagementInvest. ManagementConsultingInvestment AdvisorInvestment Management ServicesInvesment ManagementInvestment Mgmt
Customers
12
Returns
64
Total Compensation
$23,837,800
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Boilermakers National Health & Welfare | 36-6090694 | 13 | 2023 | Investment Manager | $7,768,260 |
| Southern California Pipe Trades | 95-1867598 | 6 | 2024 | Consulting • Investment Advisor | $5,313,883 |
| Pipe Fitters' Welfare Fund Local 597 | 36-2141703 | 11 | 2024 | Investment Management | $3,838,065 |
| Plumbers Welfare Fund Local 130 Ua | 36-2141153 | 5 | 2018 | Investment Manager | $1,509,451 |
| Operating Engineers Health and Welfare Fund | 95-6034886 | 4 | 2023 | Invest. Management | $1,385,238 |
| International Association of Heat & | 36-2148015 | 9 | 2022 | Investment Manager | $1,065,039 |
| Administrative District Council 1 | 36-2150067 | 5 | 2023 | Investment Manager | $984,474 |
| Oregon Homecare Workers | 46-3915049 | 4 | 2022 | Invesment Management • Invest Mgmt • Investment Management | $903,632 |
| Automobile Mechanics' Local No 701 Union and Industry Welfare | 36-2331071 | 2 | 2015 | Investment Management | $440,918 |
| Ufcw L1546 Food Handlers Welfare Fund | 36-2365968 | 2 | 2024 | Investment Management Services | $239,129 |
| Plumbers & Pipefitters Local 502 Health & Welfare Fund | 61-0655187 | 2 | 2023 | Investment Management | $208,444 |
| Iuoe Locals 181 320 and Tva H&W | 23-7003337 | 1 | 2024 | Investment Mgmt | $181,267 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Southern California Pipe Trades | 990 | Consulting | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53201 | $1,062,922 | View return |
| 2024 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $331,659 | View return |
| 2024 | Iuoe Locals 181 320 and Tva H&W | 990 | Investment Mgmt | 770 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $181,267 | View return |
| 2024 | Ufcw L1546 Food Handlers Welfare Fund | 990 | Investment Management Services | 777 E WISCONSIN AVENUE SUITE 2350, Milwaukee, WI 53202 | $125,027 | View return |
| 2023 | Southern California Pipe Trades | 990 | Consulting | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53201 | $898,870 | View return |
| 2023 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $762,947 | View return |
| 2023 | Operating Engineers Health and Welfare Fund | 990 | Invest. Management | PO Box 3110, Milwaukee, WI 53201 | $344,279 | View return |
| 2023 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $308,460 | View return |
| 2023 | Administrative District Council 1 | 990 | Investment Manager | 777 E WISCONSIN AVENUE, Milwaukee, WI 53202 | $182,306 | View return |
| 2023 | Ufcw L1546 Food Handlers Welfare Fund | 990 | Investment Management Services | 777 E WISCONSIN AVENUE SUITE 2350, Milwaukee, WI 53202 | $114,102 | View return |
| 2023 | Plumbers & Pipefitters Local 502 Health & Welfare Fund | 990 | Investment Management | 777 E WISCONSIN AVENUE STE 2350, Milwaukee, WI 53202 | $104,392 | View return |
| 2022 | Southern California Pipe Trades | 990 | Consulting | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53201 | $877,079 | View return |
| 2022 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $741,900 | View return |
| 2022 | Operating Engineers Health and Welfare Fund | 990 | Invest. Management | PO Box 3110, Milwaukee, WI 53201 | $413,170 | View return |
| 2022 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $334,858 | View return |
| 2022 | Oregon Homecare Workers | 990 | Invest Mgmt | 777 E Wisconsin AVE Ste 2350, Milwaukee, WI 53202 | $300,092 | View return |
| 2022 | Administrative District Council 1 | 990 | Investment Manager | 777 E WISCONSIN AVENUE, Milwaukee, WI 53202 | $188,286 | View return |
| 2022 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE SUITE 23, Milwaukee, WI 53202 | $118,082 | View return |
| 2022 | Plumbers & Pipefitters Local 502 Health & Welfare Fund | 990 | Investment Management | 777 E WISCONSIN AVENUE STE 2350, Milwaukee, WI 53202 | $104,052 | View return |
| 2021 | Southern California Pipe Trades | 990 | Investment Advisor | PO BOX 3110, Milwaukee, WI 53201 | $877,838 | View return |
| 2021 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $774,620 | View return |
| 2021 | Operating Engineers Health and Welfare Fund | 990 | Invest. Management | PO Box 3110, Milwaukee, WI 53201 | $430,140 | View return |
| 2021 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $362,238 | View return |
| 2021 | Oregon Homecare Workers | 990 | Invesment Management | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $214,298 | View return |
| 2021 | Administrative District Council 1 | 990 | Investment Manager | 777 E WISCONSIN AVENUE, Milwaukee, WI 53202 | $209,281 | View return |
| 2021 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE SUITE 23, Milwaukee, WI 53202 | $127,046 | View return |
| 2020 | Southern California Pipe Trades | 990 | Investment Advisor | PO BOX 3110, Milwaukee, WI 53201 | $904,548 | View return |
| 2020 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $675,544 | View return |
| 2020 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $354,660 | View return |
| 2020 | Administrative District Council 1 | 990 | Investment Manager | 777 E WISCONSIN AVENUE, Milwaukee, WI 53202 | $207,217 | View return |
| 2020 | Oregon Homecare Workers | 990 | Invesment Management | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $206,075 | View return |
| 2020 | Operating Engineers Health and Welfare Fund | 990 | Invest. Management | PO Box 3110, Milwaukee, WI 53201 | $197,649 | View return |
| 2020 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE SUITE 23, Milwaukee, WI 53202 | $116,362 | View return |
| 2019 | Southern California Pipe Trades | 990 | Investment Advisor | PO BOX 3110, Milwaukee, WI 53201 | $692,626 | View return |
| 2019 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $584,988 | View return |
| 2019 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $584,988 | View return |
| 2019 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $584,988 | View return |
| 2019 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $360,714 | View return |
| 2019 | Administrative District Council 1 | 990 | Investment Manager | 777 E WISCONSIN AVENUE, Milwaukee, WI 53202 | $197,384 | View return |
| 2019 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE SUITE 23, Milwaukee, WI 53202 | $112,249 | View return |
| 2018 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $545,499 | View return |
| 2018 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $545,499 | View return |
| 2018 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $358,527 | View return |
| 2018 | Plumbers Welfare Fund Local 130 Ua | 990 | Investment Manager | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $331,999 | View return |
| 2018 | Oregon Homecare Workers | 990 | Investment Management | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $183,167 | View return |
| 2018 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE - STE 235, Milwaukee, WI 53202 | $110,890 | View return |
| 2017 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $537,702 | View return |
| 2017 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $353,818 | View return |
| 2017 | Plumbers Welfare Fund Local 130 Ua | 990 | Investment Manager | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $307,159 | View return |
| 2017 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE - STE 235, Milwaukee, WI 53202 | $116,273 | View return |
| 2016 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $521,735 | View return |
| 2016 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $355,411 | View return |
| 2016 | Plumbers Welfare Fund Local 130 Ua | 990 | Investment Manager | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $298,836 | View return |
| 2016 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE - STE 235, Milwaukee, WI 53202 | $116,617 | View return |
| 2015 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $453,925 | View return |
| 2015 | Boilermakers National Health & Welfare | 990 | Investment Manager | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $453,925 | View return |
| 2015 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $361,993 | View return |
| 2015 | Plumbers Welfare Fund Local 130 Ua | 990 | Investment Manager | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $289,493 | View return |
| 2015 | Automobile Mechanics' Local No 701 Union and Industry Welfare | 990 | Investment Management | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $214,714 | View return |
| 2015 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE - STE 235, Milwaukee, WI 53202 | $121,890 | View return |
| 2014 | Pipe Fitters' Welfare Fund Local 597 | 990 | Investment Management | 777 EAST WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $355,727 | View return |
| 2014 | Plumbers Welfare Fund Local 130 Ua | 990 | Investment Manager | 777 E WISCONSIN AVE STE 2350, Milwaukee, WI 53202 | $281,964 | View return |
| 2014 | Automobile Mechanics' Local No 701 Union and Industry Welfare | 990 | Investment Management | 777 E WISCONSIN AVE SUITE 2350, Milwaukee, WI 53202 | $226,204 | View return |
| 2014 | International Association of Heat & | 990 | Investment Manager | 777 EAST WISCONSIN AVENUE - STE 235, Milwaukee, WI 53202 | $125,630 | View return |