M & I HEALTH RETIREE PROGRAM

EIN: 39-6414307Milwaukee, WIZIP: 53214

Y43 - Mutual & Membership Benefit501(c)(9)

Mission

Provide Health Benefits to Retirees

Financials

Year	Revenue	Expenses	Assets
2023	$8.5M	$0	$73.5M

Compensation

Midwest Institutional Trust

Trustee

board member

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AMALGAMATED TRANSIT WORKERS LOCAL

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Same sector (Y43)Comparable revenue ($4.6M vs $8.5M)Similar size (1 vs 1 executives)

GEN DYNAMICS CORP COMMERCIAL VEBA

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Same sector (Y43)Comparable revenue ($4.5M vs $8.5M)Similar size (1 vs 1 executives)

COLEMAN PROFESSIONAL SERVICES-VEBA

Kent, OH

$4.5M revenue

Same sector (Y43)Comparable revenue ($4.5M vs $8.5M)Similar size (2 vs 1 executives)

SCCP Health and Welfare Benefit Plan

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Data from IRS Form 990 filings (2023).