Harley-Davidson Motor Co Group Inc Bu Emps Post-Retmt Welf Benefit Tr

Organization Overview

Harley-Davidson Motor Co Group Inc Bu Emps Post-Retmt Welf Benefit Tr is located in Milwaukee, WI. The organization was established in 2007. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harley-Davidson Motor Co Group Inc Bu Emps Post-Retmt Welf Benefit Tr is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 12/2021, Harley-Davidson Motor Co Group Inc Bu Emps Post-Retmt Welf Benefit Tr generated $30.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.7% each year. All expenses for the organization totaled $13.4m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

TO PROVIDE POST-RETIREMENT HEALTHCARE TO BARGAINING UNIT EMPLOYEES.

Describe the Organization's Program Activity:

Part 3 - Line 4a

ORGANIZATION'S PURPOSE IS TO PROVIDE POST-RETIREMENT HEALTHCARE TO THE WISCONSIN AND PENNSYLVANIA BARGAINING UNIT EMPLOYEES OF HARLEY-DAVIDSON.


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Board, Officers & Key Employees

Name (title)Compensation
Julie Anding
Retirement Plan Committee -Rpc
$0
Paul Krause
Rpc
$0
Susan Paskvan
Rpc
$0
Darrell Thomas
Rpc
$0
Gina Goetter
Rpc
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Crow Holdings
Investment Mgmt Fees
$249,996
Johnston Asset Management
Investment Mgmt Fees
$226,868
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$2,727,493
Investment income $3,615,833
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $23,858,786
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $30,202,112

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