Cause IQ organization profile

Operating Engineers Health and Welfare Trust Fund

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Operating Engineers Health and Welfare Trust Fund is a fraternal society based in Alameda, CA that was founded in 1981. As of 2019 they had $337 million in revenue and $566 million in assets.

To provide Health and Welfare benefits to eligible employees and their dependents per the collective bargaining agreement between employers and the union.

Previous legal names or variations of their name include: Operating Engineers H And W Trust Fund.

EIN:
94-2784001
City:
State:
Metro:
Website:
Founded:
1981
Type:
501(c)(9)
NTEE:
Revenue:
$337,755,694
Assets:
$566,978,987
Employees:
0
Fiscal year end:
December
Revenue trends:
Asset trends:

Program areas at Operating Engineers Health and Welfare Trust Fund

To provide Health and Welfare benefits to eligible employees and their dependents per the collective bargaining agreement between employers and the union.

Form 990s for Operating Engineers Health and Welfare Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2018-12Feb 13, 2020990View PDF
2017-12Dec 22, 2018990View PDF
2016-12Jan 18, 2018990View PDF
2015-12Feb 23, 2017990OView PDF
2014-12Sep 30, 2015990OView PDF
...and five more Form 990 PDFs

Financials for Operating Engineers Health and Welfare Trust Fund

Field2018
Total grants, contributions, etc.$0
Program services$302,319,955
Investment income and dividends$14,128,646
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,763,148
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$18,543,945
Total revenues$337,755,694

Vendors for Operating Engineers Health and Welfare Trust Fund

VendorServicesAmount paidDate
Miller Kaplan Arase LLPTax accounting; Audit accounting; Accounting (including auditing)$128,3752020-02-13
███ █████ ███████Insurance agent or broker; Consulting (general); Consulting$357,8582018-12-01
████████ ███ ███████Investment Management$304,5682018-12-01
██████ ████████ █████████Contract Administrator; Contract Administration$3,580,9162018-12-01
█████████ ██████████ ████████Investment management; Investment Management$381,6132018-12-01
██████ ████████ ███ ██████████Investment management; Investment Management$210,0572018-12-01
███ ██████Investment management2016-12-31
██████ ███Insurance2016-12-31
...and 26 more vendors

Personnel at Operating Engineers Health and Welfare Trust Fund

NameTitleCompensationMost recent data
Dan RedingChairman / Trustee$0Feb. 13, 2020

Peer fraternal organizations

 NameTypeRevenueLocation
1Mckesson Corporation Health Plan501(c)(9)$276 millionSan Francisco, CA
2Teamsters Benefit Trust501(c)(9)$338 millionFremont, CA
3Western Teamsters Welfare Trust501(c)(9)$152 millionPasadena, CA
4District Council 16 of Northern California Health and Welfare Trust501(c)(9)$164 millionDublin, CA
5Teamsters Managed Trust Funds (TMT)501(c)(9)$101 millionPleasanton, CA
6Intel Corporation Health and Welfare Benefits Trust501(c)(9)$641 millionSanta Clara, CA
7Operating Engineers Union 3 Pensioned Health and Welfare Fund501(c)(9)$135 millionAlameda, CA
8Alads Insurance Trust501(c)(9)$128 millionChatsworth, CA
9California Schools Vol Emp Ben Association501(c)(9)$815 millionSan Diego, CA
10Construction Laborers Vacation Trust FOR SOUTHERN CALIFORNIA501(c)(9)$89 millionEl Monte, CA
11Petco Animal Supplies Stores Group Benefit Plan and Trust501(c)(9)$114 millionSan Diego, CA
12Northern California Pipe Trades Health and Welfare Trust Fund501(c)(9)$85 millionConcord, CA
13California Field Ironworker Workers Vacation Trust Fund501(c)(9)$97 millionPasadena, CA
14Operating Engineers Health and Welfare Fund501(c)(9)$255 millionPasadena, CA
15Joint Board of Trustees Southwest Carpenters Health and Welfare Trust501(c)(9)$396 millionLos Angeles, CA
16Laborers Health and Welfare Trust Fund for Northern California501(c)(9)$404 millionFairfield, CA
17United Food and Commercial Workers Unions and Food Employers Benefit Fund501(c)(9)$603 millionCypress, CA
18Southern California Pipe Trades Health and Welfare Fund501(c)(9)$107 millionLos Angeles, CA
19Carpenters Health and Welfare Trust Fund for Northern California501(c)(9)$517 millionOakland, CA
20Sag-Aftra Health Plan501(c)(9)$395 millionBurbank, CA
21Laborers Health and Welfare Trust Fund for Southern California501(c)(9)$230 millionEl Monte, CA
22Stationary Engineers Local 39 Health and Welfare Plan501(c)(9)$100 millionPleasanton, CA
23Laborers Vacation-Holiday Trust Fund for Northern California501(c)(9)$113 millionFairfield, CA
24Teamsters Miscellaneous Security Fund501(c)(9)$249 millionPasadena, CA
25Labor Alliance Managed Trust Fund (LAMT)501(c)(9)$167 millionPleasanton, CA