Cause IQ organization profile

Joint Board of Trustees Southwest Carpenters Health and Welfare Trust

Form 990s | Financials | Vendors | Personnel | Peers

Joint Board of Trustees Southwest Carpenters Health and Welfare Trust is a fraternal society based in Los Angeles, CA that was founded in 1955. As of 2018 they had $359 million in revenue and $272 million in assets.

To provide medical and related benefits to participants and qualifying dependents in accordance with the Trust agreement.

Previous legal names or variations of their name include: Southwest Carpenters Health And Welfare Trust.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Joint Board of Trustees Southwest Carpenters Health and Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2017-12Feb 21, 2019990View PDF
2016-12Nov 28, 2017990OView PDF
2015-12Nov 4, 2016990OView PDF
2014-12Oct 6, 2015990OView PDF
2013-12Oct 23, 2014990OView PDF
...and four more Form 990 PDFs

Financials for Joint Board of Trustees Southwest Carpenters Health and Welfare Trust

Federated campaigns$0
Membership dues$0
Fundraising event contributions$0
Related organizations$0
Government grants (contributions)$0
Normal grants, contributions, etc.$0
Non-cash contributions$0
Program services$354,648,958
Investment income and dividends$4,167,959
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-367,274
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$745,825
Total revenues$359,195,468

Vendors for Joint Board of Trustees Southwest Carpenters Health and Welfare Trust

VendorServicesAmount paidDate
KimbiaFundraising software2019-05-29
███████ ███ ████Fundraising software; Payment processing2019-05-29
███████ ███ █████ ████Tax accounting2018-12-14
██████████ █████████ ██████████████ ███████████Administrative Services$5,985,4092017-12-01
███████████ █████ █████Printing$274,0702017-12-01
███████ ███████ █████████ ██ ███Legal$553,3212017-12-01
███ █████ ███████Consultant Actuary; Actuarial, Consulting (general)$361,0352017-12-01
████ ██ ██████ ███ ██████████Investment advisory (plan)$21,0002016-12-31
...and 20 more vendors

Personnel at Joint Board of Trustees Southwest Carpenters Health and Welfare Trust

NameTitleCompensationMost recent data
Sandra MaloneyExecutive Administrator-Dec. 14, 2018

Peer fraternal organizations

1Operating Engineers Union 3 Pensioned Health and Welfare Fund501(c)(9)$115 millionAlameda, CA
2Carpenters Vacation & Holiday Trust Fund for Northern California501(c)(9)$90 millionOakland, CA
3Labor Alliance Managed Trust Fund (LAMT)501(c)(9)$166 millionPleasanton, CA
4Writers Guild-Industry Health Fund501(c)(9)$156 millionBurbank, CA
5Southern California IBEW-NECA Health TRUST FUND501(c)(9)$113 millionCommerce, CA
6Laborers Health and Welfare Trust Fund for Southern California501(c)(9)$213 millionEl Monte, CA
7Mckesson Corporation Health Plan Fka Foremost-Mckesson Inc Health P501(c)(9)$353 millionSan Francisco, CA
8United Food and Commercial Workers Unions and Food Employers Benefit Fund501(c)(9)$581 millionCypress, CA
9Reta Trust c/o Gallagher Benefit Services of CA501(c)(9)$213 millionSan Francisco, CA
10Northern California General Teamsters Security Fund501(c)(9)$240 millionStockton, CA
11Health Care EmployeesEmployer Dental and Medical Trust501(c)(9)$138 millionDublin, CA
12Jacobs Engineering Group Medical Plan Trust501(c)(9)$181 millionPasadena, CA
13District Council 16 of Northern California Health and Welfare Trust501(c)(9)$135 millionDublin, CA
14Intel Corporation Health & Welfare Benefit Trust501(c)(9)$641 millionSanta Clara, CA
15Carpenters Health and Welfare Trust Fund for Northern California501(c)(9)$466 millionOakland, CA
16California Association of Professional Employees (CAPE)501(c)(9)$107 millionPasadena, CA
17Alads Insurance Trust501(c)(9)$124 millionChatsworth, CA
18Laborers Vacation-Holiday Trust Fund for Northern California501(c)(9)$107 millionFairfield, CA
19Teamsters Miscellaneous Security Fund501(c)(9)$234 millionPasadena, CA
20Teamsters and Food Employers Security Trust Fund501(c)(9)$142 millionWest Covina, CA
21Petco Animal Supplies Stores Group Benefit Plan and Trust501(c)(9)$109 millionSan Diego, CA
22Railroad Employees National Dental Plan and Trust501(c)(9)$107 millionArlington, VA
23Meijer Employee Benefits Plan and Trust501(c)(9)$252 millionGrand Rapids, MI
24Association of Washington Cities Employees Benefit Trust (Glenn A Johnson Chairman)501(c)(9)$216 millionOlympia, WA
25NFL Player Supplemental Disability Plan Trust (Gaunt Sarah Ttee)501(c)(9)$110 millionBaltimore, MD

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