Cause IQ organization profile

Santa Monica UNITE HERE Health Benefit Fund

Form 990s | Financials | Vendors | Personnel | Peers

Santa Monica UNITE HERE Health Benefit Fund is a fraternal society based in Los Angeles, CA that was founded in 1960. As of 2018 they had $53 million in revenue and $64 million in assets.

The Santa Monica UNITE HERE Trust Funds are a non-profit organization established to provide, through Labor/Management negotiations, benefits for their participants in the form of medical, dental, vision, life insurance benefits, and retirement income.

Previous legal names or variations of their name include: Santa Monica Unite Here Health Benefit Plan; Santa Monica Hotel Employees And Restaurant Employees Health Benefit; and 11 Local Union Unite Here.

(562) 463-5075
Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Santa Monica UNITE HERE Health Benefit Fund

Fiscal year endingDate received by IRSFormPDF link
2017-12Dec 22, 2018990View PDF
2016-12Nov 21, 2017990OView PDF
2015-12Feb 27, 2017990OView PDF
2014-12Jan 26, 2016990OView PDF
2013-12Oct 6, 2014990OView PDF
...and three more Form 990 PDFs

Financials for Santa Monica UNITE HERE Health Benefit Fund

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$51,826,390
Investment income and dividends$1,673,944
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-14,179
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$556
Total revenues$53,486,711

Vendors for Santa Monica UNITE HERE Health Benefit Fund

VendorServicesAmount paidDate
Miller Kaplan Arase LLPTax accounting; Audit accounting; Accounting (including auditing)$14,2602018-12-07
██████Fundraising software2018-06-21
███████ ███ ████Fundraising software; Payment processing2018-06-21
███████ ████████ ██████████████Contract Administrator, Plan Administrator, Recordkeeping and information management (computing, tabulating, data processing, etc.); Administration Payroll Audit$595,7432017-12-01
████████ █████████Investment management2016-12-31
█████ ██████ ██ ██████████Insurance2016-12-31
█████████ ██████ ███████ ███████ ██████ ████Insurance2016-12-31
████████ █████████ ████Investment management2016-12-31
...and 14 more vendors

Personnel at Santa Monica UNITE HERE Health Benefit Fund

NameTitleCompensationMost recent data
Tom Walsh GarciaChair-Nov. 21, 2017
Tom WalshTrustee Chair$0Feb. 27, 2017

Peer fraternal organizations

1Multi-Union Security Trust Fund501(c)(9)$14 millionGlendale, CA
2Operating Engineers Union 3 Pensioned Health and Welfare Fund501(c)(9)$115 millionAlameda, CA
3United Domestic Workers Benefits Trust (Flora Walker Ttee)501(c)(9)$14 millionSan Diego, CA
4Operating Engineers Vacation-Holiday Savings Trust501(c)(9)$45 millionPasadena, CA
5Carpenters Vacation & Holiday Trust Fund for Northern California501(c)(9)$90 millionOakland, CA
6Labor Alliance Managed Trust Fund (LAMT)501(c)(9)$166 millionPleasanton, CA
7Gallo Employee Benefit Trust501(c)(9)$45 millionModesto, CA
8Writers Guild-Industry Health Fund501(c)(9)$156 millionBurbank, CA
9Electrical Workers Health and Welfare Trust Fund for San Francisco501(c)(9)$51 millionSan Francisco, CA
10Eleven Counties Cement Masons Vacation Savings Plan501(c)(9)$14 millionArcadia, CA
11Boilermaker Vacation Plan501(c)(9)$29 millionCastro Valley, CA
12Bakers Health and Welfare Fund501(c)(9)$13 millionSan Francisco, CA
13Kern County Electrical Health and Welfare Fund501(c)(9)$13 millionBakersfield, CA
14Heat and Frost Insulators and Asbestos Workers Health and Welfare Trust Fund501(c)(9)$13 millionWest Covina, CA
15Southern California Pipe Trades Health and Welfare Fund501(c)(9)$89 millionLos Angeles, CA
16Abc California Health Trust Welfare Benefit Plan501(c)(9)$17 millionSan Diego, CA
17Shop Ironworkers Local 790 Welfare Plan501(c)(9)$14 millionPasadena, CA
18Southern California IBEW-NECA Health TRUST FUND501(c)(9)$113 millionCommerce, CA
19North Coast Trust Fund501(c)(9)$26 millionAlameda, CA
20AGC of America San Diego Chapter Health and Welfare Trust501(c)(9)$16 millionSan Diego, CA
21San Diego County Teamsters - Employers' Insurance Trust501(c)(9)$27 millionSan Diego, CA
22Utah Pipe Trades Welfare Trust Fund501(c)(9)$21 millionPleasanton, CA
23Chevron Corporation Long Term Disability Plan Trust501(c)(9)$16 millionSan Ramon, CA
24Western Oilfields Supply Co (Medical & Dental Benefit Plan)501(c)(9)$17 millionBakersfield, CA
25Cement Masons Southern California Health & Welfare Fund501(c)(9)$24 millionArcadia, CA

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