| 2024 | International Foundation of Employee Benefit Plans Inc. | 990 | Immediate Past President | 3 | $5,500 | $0 | View return |
| 2024 | The Wellness Council of America | 990 | Director | 1 | $0 | $5,500 | View return |
| 2024 | Certified Employee Benefit Specialists Inc | 990 | Immediate Past President | 0.5 | $0 | $5,500 | View return |
| 2024 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $5,500 | View return |
| 2023 | International Foundation of Employee Benefit Plans Inc. | 990 | President & Chair | 13 | $10,500 | $0 | View return |
| 2023 | Certified Employee Benefit Specialists Inc | 990 | President | 0.5 | $0 | $10,500 | View return |
| 2023 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $10,500 | View return |
| 2022 | Electrical Insurance Trustees | 990 | Executive Director - Past | 45 | $354,607 | $0 | View return |
| 2022 | International Foundation of Employee Benefit Plans Inc. | 990 | President-Elect | 8 | $2,500 | $0 | View return |
| 2022 | Certified Employee Benefit Specialists Inc | 990 | President-Elect | 0.5 | $0 | $2,500 | View return |
| 2022 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $2,500 | View return |
| 2021 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $354,600 | $0 | View return |
| 2021 | Certified Employee Benefit Specialists Inc | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2021 | International Foundation of Employee Benefit Plans Inc. | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2021 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $381,519 | $0 | View return |
| 2020 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Certified Employee Benefit Specialists Inc | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2020 | International Foundation of Employee Benefit Plans Inc. | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2019 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $344,358 | $0 | View return |
| 2019 | International Foundation of Employee Benefit Plans Inc. | 990 | Secretary | 3 | $2,000 | $0 | View return |
| 2019 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $2,000 | View return |
| 2019 | Certified Employee Benefit Specialists Inc | 990 | Secretary | 0.5 | $0 | $2,000 | View return |
| 2018 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $334,837 | $0 | View return |
| 2017 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $325,294 | $0 | View return |
| 2017 | International Foundation of Employee Benefit Plans Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Chc Creating Healthier Communities Local | 990 | Member | 2 | $0 | $0 | View return |
| 2017 | Chc Creating Healthier Communities | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Chc Creating Healthier Communities | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Chc Creating Healthier Communities Local | 990 | Member | 2 | $0 | $0 | View return |
| 2017 | Chc Creating Healthier Communities | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Chc Creating Healthier Communities Local | 990 | Member | 2 | $0 | $0 | View return |
| 2016 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $316,811 | $0 | View return |
| 2016 | International Foundation of Employee Benefit Plans Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Chc Creating Healthier Communities | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $307,265 | $0 | View return |
| 2015 | International Foundation of Employee Benefit Plans Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Electrical Insurance Trustees | 990 | Executive Director | 45 | $296,547 | $0 | View return |
| 2013 | Electrical Insurance Trustees | 990 | Fund Administrator | 45 | $285,459 | $0 | View return |
| 2013 | International Foundation of Employee Benefit Plans Inc. | 990 | Director | 1 | $0 | $0 | View return |