Cause IQ organization profile

Operating Engineers Health and Welfare Fund

Form 990s | Financials | Vendors | Personnel | Peers

Operating Engineers Health and Welfare Fund is a fraternal society based in Pasadena, CA that was founded in 1954. As of 2018 they had $252 million in revenue and $137 million in assets.

The fund's mission is to administer and provide medical, dental, vision, prescription drugs, disability and death benefits to the active and retired members of i.u.o.e local 12 and their dependents and beneficiaries. To provide medical benefits to app...

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Operating Engineers Health and Welfare Fund

Fiscal year endingDate received by IRSFormPDF link
2018-06Jul 23, 2019990View PDF
2017-06May 14, 2018990View PDF
2016-06Aug 18, 2017990OView PDF
2015-06Aug 2, 2016990OView PDF
2014-06May 18, 2015990OView PDF
...and four more Form 990 PDFs

Financials for Operating Engineers Health and Welfare Fund

Total grants, contributions, etc.$0
Program services$251,761,521
Investment income and dividends$1,307,011
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-484,984
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$131,399
Total revenues$252,714,947

Vendors for Operating Engineers Health and Welfare Fund

VendorServicesAmount paidDate
WordPressContent management system software2019-08-17
██████ ██████ █████ ███Tax accounting2019-06-20
██████ ████ █████Health Insurance Provider$19,407,8332017-06-01
████ █████ ████ ███ ██████ █████████Health Insurance Provider$77,960,3122017-06-01
████████Prescription Drug Provider$43,488,6002017-06-01
██████ ██████████ ██████ ████Health Care Provider$37,002,8652017-06-01
██████ ██████████ █████████ ███████Health Insurance Provider$9,745,8332017-06-01
███████ ██████ ███ ███████ ███Tax accounting2014-07-02

Personnel at Operating Engineers Health and Welfare Fund

NameTitleCompensationMost recent data
Charles KillianChief Financial Officer$0June 30, 2018
Paul EggeChief Information Officer$0June 30, 2018
██████ █ ██████Fund Manager$0June 20, 2019
███████ █ █████████Director of Benefits$0June 30, 2018
████ █████Assistant Fund Manager$0June 30, 2018

Peer fraternal organizations

1Los Angeles County Fire Fighters Local 1014 Health and Welfare Plan501(c)(9)$93 millionEl Monte, CA
2Reta Trust501(c)(9)$250 millionSan Francisco, CA
3Ufcw and Employers Benefit Trust501(c)(9)$584 millionConcord, CA
4Labor Alliance Managed Trust Fund (LAMT)501(c)(9)$166 millionPleasanton, CA
5Teamsters and Food Employers Security Trust Fund501(c)(9)$141 millionWest Covina, CA
6Health Care EmployeesEmployer Dental and Medical Trust501(c)(9)$138 millionDublin, CA
7Directors Guild of America - Producer Health Plan501(c)(9)$146 millionLos Angeles, CA
8General Employees Trust Fund501(c)(9)$144 millionBrisbane, CA
9Western Teamsters Welfare Trust501(c)(9)$151 millionPasadena, CA
10Cahp Health Benefits Trust501(c)(9)$163 millionSacramento, CA
11Teamsters Benefit Trust501(c)(9)$348 millionFremont, CA
12Teamsters Managed Trust Funds (TMT)501(c)(9)$85 millionPleasanton, CA
13Carpenters Health and Welfare Trust Fund for Northern California501(c)(9)$517 millionOakland, CA
14Laborers Vacation-Holiday Trust Fund for Northern California501(c)(9)$107 millionFairfield, CA
15High Desert & Inland Employee-Employer Trust501(c)(9)$73 millionApple Valley, CA
16Stationary Engineers Local 39 Health and Welfare Plan501(c)(9)$100 millionPleasanton, CA
17Southern California Pipe Trades Health and Welfare Fund501(c)(9)$89 millionLos Angeles, CA
18Laborers Health and Welfare Trust Fund for Southern California501(c)(9)$213 millionEl Monte, CA
19Screen Actors Guild-Producers Health Plan501(c)(9)$389 millionBurbank, CA
20Teamsters Miscellaneous Security Fund501(c)(9)$234 millionPasadena, CA
21Entertainment Industry Flex Plan501(c)(9)$71 millionLos Angeles, CA
22Ccpoa Benefit Trust Fund501(c)(9)$316 millionSacramento, CA
23United Food and Commercial Workers Unions and Food Employers Benefit Fund501(c)(9)$581 millionCypress, CA
24California Field Ironworker Workers Vacation Trust Fund501(c)(9)$77 millionPasadena, CA
25Laborers Health and Welfare Trust Fund for Northern California501(c)(9)$380 millionFairfield, CA

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