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 four 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

1Carpenters Vacationholiday Trust Fund for Northern California501(c)(9)$90 millionOakland, CA
2United Domestic Workers Benefits Trust501(c)(9)$20 millionSan Diego, CA
3U A Local No 467 Health and Welfare Trust Fund501(c)(9)$26 millionSan Jose, CA
4Food Employers and Bakery and Confectionery Workers Benefit Fund of Southern Calif501(c)(9)$14 millionCovina, CA
5Teamsters and Food Employers Security Trust Fund501(c)(9)$141 millionWest Covina, CA
6Electrical Workers Health and Welfare Trust Fund501(c)(9)$42 millionPleasanton, CA
7Walgreen and Local 648 Welfare Trust501(c)(9)$13 millionConcord, CA
8Los Angeles Machinist Benefit Trust501(c)(9)$22 millionPleasant Hill, CA
9Sacramento Area Electrical Workers Health and Welfare Trust Fund501(c)(9)$18 millionSan Jose, CA
10Cement Masons Vacation / Holiday Trust Fund for Local501(c)(9)$17 millionAlameda, CA
11Elk Grove Benefits Employee Retirement Trust501(c)(9)$21 millionElk Grove, CA
12Cahp Health Benefits Trust501(c)(9)$163 millionSacramento, CA
13Teamsters Managed Trust Funds (TMT)501(c)(9)$85 millionPleasanton, CA
14General Employees Trust Fund501(c)(9)$144 millionBrisbane, CA
15Operating Engineers Local 501 Security Fund501(c)(9)$45 millionWest Covina, CA
16Ocu Health and Welfare Trust501(c)(9)$32 millionEl Monte, CA
17Alads Insurance Trust501(c)(9)$124 millionChatsworth, CA
18Southern California Pipe Trades Vacation and Holiday Fund501(c)(9)$32 millionLos Angeles, CA
19Southern Calif Soft Drink Industry Health and Welfare Trust Fund501(c)(9)$24 millionWest Covina, CA
20Laborers Vacation-Holiday Trust Fund for Northern California501(c)(9)$107 millionFairfield, CA
21Group Benefit Plan Agreement and Declaration of Trust for Orange501(c)(9)$32 millionTustin, CA
22Riverside Sheriffs Assocation Benefit Trust501(c)(9)$42 millionRiverside, CA
23San Mateo Electrical Workers Health Plan501(c)(9)$34 millionSan Jose, CA
24Pipe Trades Trust Fund 447501(c)(9)$19 millionSacramento, CA
25Abc California Health Trust Welfare Benefit Plan501(c)(9)$17 millionSan Diego, CA

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