UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND
Cite this
Plain text UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/ufcw-hawaii-food-employers-health-and-welfare-tr-fund-010757287. Retrieved 2026-10-23.
APA furp.org. (n.d.). UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 23, 2026, from https://furp.org/org/ufcw-hawaii-food-employers-health-and-welfare-tr-fund-010757287
MLA “UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND.” furp.org, tax years 2010–2024, https://furp.org/org/ufcw-hawaii-food-employers-health-and-welfare-tr-fund-010757287. Accessed 23 Oct. 2026.
Retrieved 2026-10-23; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $23.4M · expenses $18.6M · assets $26.8M
- Also known as
- WELFARE TRUST FUND
- EIN
- 01-0757287
- Address
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (corporation)
- Ruling date
- November 2005 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE PLAN IS DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE PLAN, SUCH AS MEDICAL, DENTAL, PRESCRIPTION DRUGS, CHIROPRACTIC, VISION AND LIFE INSURANCE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 11 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Patrick K Loo | LABOR TRUSTEE | 2010-2024 | 1 | $0 reported | 1 |
| Gwen Rulona | LABOR TRUSTEE | 2012-2024 | 1 | $0 reported | 1 |
| Penny Schumacher | MANAGEMENT TRUSTEE | 2014-2024 | 1 | $0 reported | 2 |
| Brent Bohn | MANAGEMENT TRUSTEE | 2023-2024 | 1 | $0 reported | 2 |
| Frank Jorgensen (former) | MGMT TRUSTEE - PAST | 2010-2023 | 1 | $0 reported | 2 |
| Carl Ramnitz - Old (former) | EMPLOYER TRUSTEE | 2012 | 1 | $0 reported | 1 |
| Penny Schumacher - New (former) | EMPLOYER TRUSTEE | 2012 | 1 | $0 reported | 1 |
| Carl Ramnitz (former) | EMPLOYER TRUSTEE | 2010-2011 | 1 | $0 reported | 1 |
| Lyle Setter - Former (former) | UNION TRUSTEE | 2011 | 1 | $0 reported | 1 |
| Gwen Rulona - New (former) | UNION TRUSTEE | 2011 | 1 | $0 reported | 1 |
| Lyle Setter (former) | UNION TRUSTEE | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRENT BOHN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRENT BOHN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| FRANK JORGENSEN | MGMT TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK JORGENSEN | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK K LOO | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2012 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK JORGENSEN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK K LOO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL RAMNITZ - OLD | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PENNY SCHUMACHER - NEW | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK JORGENSEN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK K LOO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL RAMNITZ | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LYLE SETTER - FORMER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GWEN RULONA - NEW | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK JORGENSEN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK K LOO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL RAMNITZ | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LYLE SETTER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $765K
| Name | Location | Service | Paid |
|---|---|---|---|
| Verdegard | HONOLULU, HI | CLAIMS ADMINISTRATOR | $434,243 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $219,951 |
| MCCRAKEN STEMERMAN HOLSBERRY | OAKLAND, CA | LEGAL | $110,309 |
2023 · 3 contractors · $841K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $430,162 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $216,834 |
| MCCRAKEN STEMERMAN HOLSBERRY | OAKLAND, CA | LEGAL | $194,423 |
2022 · 4 contractors · $869K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $426,522 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $206,991 |
| RAEL LETSON | SEATTLE, WA | CONSULTING | $130,078 |
| MCCRAKEN STEMERMAN HOLSBERRY | OAKLAND, CA | LEGAL | $105,114 |
2021 · 2 contractors · $658K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $444,098 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $214,259 |
2020 · 2 contractors · $594K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $414,744 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $179,484 |
2019 · 2 contractors · $560K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $388,850 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $170,899 |
2018 · 2 contractors · $547K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $384,645 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $162,290 |
2017 · 2 contractors · $539K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $379,529 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $159,030 |
2016 · 2 contractors · $585K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $432,593 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $152,589 |
2015 · 2 contractors · $532K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $409,372 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $122,303 |
2014 · 2 contractors · $539K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $423,846 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMIN. | $115,435 |
2012 · 2 contractors · $546K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $434,421 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMINISTRATOR | $111,506 |
2011 · 2 contractors · $474K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $369,820 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMINISTRATOR | $103,983 |
2010 · 2 contractors · $476K
| Name | Location | Service | Paid |
|---|---|---|---|
| HMA INC | HONOLULU, HI | CLAIMS ADMINISTRATOR | $368,105 |
| HAWAII BENEFIT ADMINISTRATORS INC | HONOLULU, HI | THIRD PARTY ADMINISTRATOR | $108,379 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $23,395,200 | $18,641,449 | $26,769,813 | $22,077,818 | $0 | $22,649,806 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $23,505,482 | $18,682,498 | $21,531,766 | $17,233,658 | $0 | $23,084,506 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $21,106,069 | $20,125,083 | $16,984,006 | $12,138,866 | $0 | $20,911,283 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $20,561,706 | $15,990,461 | $15,360,844 | $11,624,083 | $0 | $20,484,590 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $19,754,323 | $15,821,812 | $11,514,989 | $7,126,921 | $0 | $19,666,688 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $17,892,318 | $18,170,585 | $8,079,293 | $3,146,120 | $0 | $17,760,793 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $16,097,158 | $16,806,959 | $7,890,801 | $3,368,271 | $0 | $15,999,492 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $14,595,613 | $16,590,614 | $8,974,997 | $4,110,917 | $0 | $14,448,219 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $13,768,452 | $14,350,289 | $10,142,679 | $6,139,147 | $0 | $13,642,344 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $12,559,076 | $13,224,110 | $9,955,466 | $6,662,550 | $0 | $12,456,075 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $10,902,121 | $10,740,981 | $9,915,219 | $7,373,404 | $0 | $10,824,425 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $9,956,065 | $10,881,602 | $10,395,112 | $10,375,476 | $0 | $9,731,935 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $9,416,052 | $10,492,629 | $11,317,006 | $11,301,013 | $0 | $9,145,953 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $9,274,573 | $9,734,013 | $12,394,830 | $12,377,590 | $0 | $9,129,110 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- UFCW & EMPLOYERS BENEFIT TRUST FUND Concord, CA · 2 people in common (Brent Bohn, Penny Schumacher)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND | CA | Y43 | $12,484,196 | $11,991,802 | TRUSTEE | $261,660 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SOUTHERN CA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH TRUST | CA | Y43 | $15,984,930 | $13,758,753 | CO-CHAIR - UNION | $338,289 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| FERNANDEZ HOLDINGS HEALTH TR | CA | Y43 | $25,332,123 | $25,574,532 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF | CA | Y43 | $20,915,825 | $22,947,902 | CEO | $166,800 | Same NTEE code Y43, revenue within 2x, same state |
| UDW AFSCME 3930 SAN DIEGO HEALTH AND BENEFITS TRUST | CA | Y43 | $40,102,670 | $38,527,209 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state |
| UFCW COMPREHENSIVE BENEFITS TRUST | CA | Y43 | $32,311,597 | $32,108,756 | CHAIRMAN | $334,619 | Same NTEE code Y43, revenue within 2x, same state |
| ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS | CA | Y43 | $19,067,603 | $16,890,137 | Chair - TERM. 9/2024 | $0 | Same NTEE code Y43, revenue within 2x, same state |
| BOILERMAKER VACATION TRUST | CA | Y43 | $42,216,320 | $39,269,890 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| AMGEN INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST | CA | Y43 | $22,984,015 | $7,456,975 | DIRECTOR, BENEFITS | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PORAC RETREE MEDICAL TR | CA | Y43 | $29,272,382 | $4,200,917 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ASSOCIATED BUILDERS & CONTRACTORS INC | CA | Y43 | $23,749,101 | $24,148,501 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM | CA | Y43 | $14,410,923 | $9,654,363 | TRUSTEE | $95,164 | Same NTEE code Y43, revenue within 2x, same state |
| CKPU-KP EDUCATION & TRAINING TRUST FUND | CA | Y43 | $42,851,000 | $42,721,694 | MANAGING DIRECTOR | $181,244 | Same NTEE code Y43, revenue within 2x, same state |
| SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST | CA | Y43 | $23,149,933 | $19,230,480 | CHAIR, TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR | CA | Y43 | $39,134,409 | $9,580,025 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TRANSPORTATION COMMUNICATIONS INTL UNIN LA MET TRANS AUTH HLTH WEL TR | CA | Y43 | $30,697,565 | $28,157,062 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CARPENTERS FUND ADM | CA | Y43 | $22,770,526 | $22,417,364 | ADMINISTRATOR | $416,389 | Same NTEE code Y43, revenue within 2x, same state |
| LOS ANGELES POLICE PROTECTIVE LEAGUE BENEFITS TRUST | CA | Y43 | $25,183,169 | $23,630,709 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TRANSIT EMPLOYEES HEALTH AND WELFARE FUND | MA | Y43 | $23,153,683 | $20,319,446 | PART-TIME ADMINISTRATOR | $65,322 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND | MO | Y43 | $17,113,333 | $14,273,944 | SECRETARY | $0 | Same NTEE code Y43, revenue within 2x, similar name |
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| TEAMSTERS 261 & EMPLOYERS WELFARE FUND | PA | Y43 | $41,614,608 | $41,960,901 | TRUSTEE | $88,100 | Same NTEE code Y43, revenue within 2x, similar mission |
| NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND | MN | Y43 | $15,044,616 | $13,264,428 | TRUSTEE | $439,255 | Same NTEE code Y43, revenue within 2x, similar mission |
| LOCAL 94 IBEW HEALTH AND WELFARE FUND | NJ | Y43 | $14,585,945 | $15,806,809 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| PERSPECTA HEALTH AND WELFARE TR | VA | Y43 | $15,961,984 | $15,702,762 | TRUSTEE | $10,390 | Same NTEE code Y43, revenue within 2x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $18,641,449 spent · pay $0 · grants $0 · events $2,464
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,438,658 | - | - | - | 93.5% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $443,472 | - | - | - | 2.4% |
| Fees: management | $219,951 | - | - | - | 1.2% | |
| Fees: other services | $112,675 | - | - | - | 0.6% | |
| Fees: legal | $110,497 | - | - | - | 0.6% | |
| Office expenses | $81,652 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $50,669 | - | - | - | 0.3% |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $48,008 | - | - | - | 0.3% |
| Fees: accounting | $47,000 | - | - | - | 0.3% | |
| Other (as described) | PRESCRIPTION CLAIMS ADMIN. | $45,237 | - | - | - | 0.2% |
| Fees: investment management | $17,173 | - | - | - | 0.1% | |
| Information technology | $12,665 | - | - | - | 0.1% | |
| Insurance | $8,622 | - | - | - | 0.0% | |
| All other expenses | $2,706 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,464 | - | - | - | 0.0% | |
| Total | $18,641,449 | 100% |
2023 · Form 990 · $18,682,498 spent · pay $0 · grants $0 · events $1,345
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,425,004 | - | - | - | 93.3% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $439,166 | - | - | - | 2.4% |
| Fees: legal | $233,612 | - | - | - | 1.3% | |
| Fees: management | $216,834 | - | - | - | 1.2% | |
| Fees: other services | $98,569 | - | - | - | 0.5% | |
| Office expenses | $57,816 | - | - | - | 0.3% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $45,778 | - | - | - | 0.2% |
| Fees: accounting | $45,500 | - | - | - | 0.2% | |
| Other (as described) | PRESCRIPTION CLAIMS ADMIN. | $44,239 | - | - | - | 0.2% |
| Other (as described) | DENTAL CLAIMS ADMIN. | $43,427 | - | - | - | 0.2% |
| Fees: investment management | $16,565 | - | - | - | 0.1% | |
| Insurance | $8,517 | - | - | - | 0.0% | |
| Information technology | $3,992 | - | - | - | 0.0% | |
| All other expenses | $2,134 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,345 | - | - | - | 0.0% | |
| Total | $18,682,498 | 100% |
2022 · Form 990 · $20,125,083 spent · pay $0 · grants $0 · events $257
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,882,225 | - | - | - | 93.8% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $426,522 | - | - | - | 2.1% |
| Fees: management | $206,991 | - | - | - | 1.0% | |
| Fees: other services | $143,719 | - | - | - | 0.7% | |
| Fees: legal | $131,755 | - | - | - | 0.7% | |
| Office expenses | $97,204 | - | - | - | 0.5% | |
| Fees: accounting | $81,235 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $56,598 | - | - | - | 0.3% |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $45,231 | - | - | - | 0.2% |
| Fees: investment management | $23,141 | - | - | - | 0.1% | |
| Information technology | $16,516 | - | - | - | 0.1% | |
| Insurance | $8,090 | - | - | - | 0.0% | |
| All other expenses | $3,292 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $2,307 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $257 | - | - | - | 0.0% | |
| Total | $20,125,083 | 100% |
2021 · Form 990 · $15,990,461 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,956,018 | - | - | - | 93.5% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $444,098 | - | - | - | 2.8% |
| Fees: management | $214,259 | - | - | - | 1.3% | |
| Fees: other services | $78,534 | - | - | - | 0.5% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $62,179 | - | - | - | 0.4% |
| Office expenses | $61,362 | - | - | - | 0.4% | |
| Fees: legal | $46,882 | - | - | - | 0.3% | |
| Fees: accounting | $46,230 | - | - | - | 0.3% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $45,905 | - | - | - | 0.3% |
| Fees: investment management | $17,956 | - | - | - | 0.1% | |
| Insurance | $7,304 | - | - | - | 0.0% | |
| Information technology | $5,272 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $3,399 | - | - | - | 0.0% |
| All other expenses | $1,063 | - | - | - | 0.0% | |
| Total | $15,990,461 | 100% |
2020 · Form 990 · $15,821,812 spent · pay $0 · grants $0 · events $3,882
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,839,269 | - | - | - | 93.8% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $435,869 | - | - | - | 2.8% |
| Fees: management | $179,484 | - | - | - | 1.1% | |
| Fees: other services | $90,756 | - | - | - | 0.6% | |
| Office expenses | $69,190 | - | - | - | 0.4% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $46,413 | - | - | - | 0.3% |
| Fees: legal | $44,527 | - | - | - | 0.3% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $44,310 | - | - | - | 0.3% |
| Fees: accounting | $41,000 | - | - | - | 0.3% | |
| Fees: investment management | $12,633 | - | - | - | 0.1% | |
| Insurance | $6,524 | - | - | - | 0.0% | |
| Information technology | $5,320 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $3,882 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $2,149 | - | - | - | 0.0% |
| All other expenses | $486 | - | - | - | 0.0% | |
| Total | $15,821,812 | 100% |
2019 · Form 990 · $18,170,585 spent · pay $0 · grants $0 · events $11,004
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,258,256 | - | - | - | 95.0% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $388,850 | - | - | - | 2.1% |
| Fees: management | $170,899 | - | - | - | 0.9% | |
| Fees: legal | $67,368 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $58,852 | - | - | - | 0.3% |
| Fees: accounting | $53,340 | - | - | - | 0.3% | |
| Fees: other services | $50,508 | - | - | - | 0.3% | |
| Office expenses | $47,942 | - | - | - | 0.3% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $41,346 | - | - | - | 0.2% |
| Fees: investment management | $11,091 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $11,004 | - | - | - | 0.1% | |
| Insurance | $6,571 | - | - | - | 0.0% | |
| Information technology | $3,735 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $512 | - | - | - | 0.0% |
| All other expenses | $311 | - | - | - | 0.0% | |
| Total | $18,170,585 | 100% |
2018 · Form 990 · $16,806,959 spent · pay $0 · grants $0 · events $11,200
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,915,994 | - | - | - | 94.7% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $384,645 | - | - | - | 2.3% |
| Fees: management | $162,290 | - | - | - | 1.0% | |
| Fees: other services | $60,670 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $57,444 | - | - | - | 0.3% |
| Office expenses | $53,370 | - | - | - | 0.3% | |
| Fees: legal | $49,033 | - | - | - | 0.3% | |
| Fees: accounting | $40,514 | - | - | - | 0.2% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $40,144 | - | - | - | 0.2% |
| Fees: investment management | $13,887 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $11,200 | - | - | - | 0.1% | |
| Information technology | $9,074 | - | - | - | 0.1% | |
| Insurance | $6,362 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $1,576 | - | - | - | 0.0% |
| All other expenses | $756 | - | - | - | 0.0% | |
| Total | $16,806,959 | 100% |
2017 · Form 990 · $16,590,614 spent · pay $0 · grants $0 · events $7,906
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,679,186 | - | - | - | 94.5% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $380,095 | - | - | - | 2.3% |
| Fees: management | $159,030 | - | - | - | 1.0% | |
| Fees: other services | $79,786 | - | - | - | 0.5% | |
| Fees: legal | $66,264 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $59,129 | - | - | - | 0.4% |
| Office expenses | $47,457 | - | - | - | 0.3% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $37,329 | - | - | - | 0.2% |
| Fees: accounting | $34,000 | - | - | - | 0.2% | |
| Fees: investment management | $20,599 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $7,906 | - | - | - | 0.0% | |
| Information technology | $7,048 | - | - | - | 0.0% | |
| Insurance | $6,023 | - | - | - | 0.0% | |
| All other expenses | $3,992 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $2,770 | - | - | - | 0.0% |
| Total | $16,590,614 | 100% |
2016 · Form 990 · $14,350,289 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,382,062 | - | - | - | 93.3% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $432,593 | - | - | - | 3.0% |
| Fees: management | $152,589 | - | - | - | 1.1% | |
| Fees: other services | $78,248 | - | - | - | 0.5% | |
| Fees: legal | $57,226 | - | - | - | 0.4% | |
| Fees: accounting | $52,415 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $48,620 | - | - | - | 0.3% |
| Office expenses | $44,767 | - | - | - | 0.3% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $40,140 | - | - | - | 0.3% |
| Fees: investment management | $24,042 | - | - | - | 0.2% | |
| Travel | $15,788 | - | - | - | 0.1% | |
| Information technology | $8,627 | - | - | - | 0.1% | |
| Insurance | $6,447 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $4,746 | - | - | - | 0.0% |
| All other expenses | $1,979 | - | - | - | 0.0% | |
| Total | $14,350,289 | 100% |
2015 · Form 990 · $13,224,110 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,304,027 | - | - | - | 93.0% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $409,372 | - | - | - | 3.1% |
| Fees: management | $122,303 | - | - | - | 0.9% | |
| Fees: other services | $76,861 | - | - | - | 0.6% | |
| Office expenses | $63,561 | - | - | - | 0.5% | |
| Fees: legal | $49,777 | - | - | - | 0.4% | |
| Other (as described) | DENTAL CLAIMS ADMIN. | $48,403 | - | - | - | 0.4% |
| Fees: accounting | $44,440 | - | - | - | 0.3% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $40,019 | - | - | - | 0.3% |
| Fees: investment management | $25,886 | - | - | - | 0.2% | |
| Travel | $22,676 | - | - | - | 0.2% | |
| Information technology | $5,502 | - | - | - | 0.0% | |
| Insurance | $5,435 | - | - | - | 0.0% | |
| Other (as described) | BANK FEES | $4,552 | - | - | - | 0.0% |
| All other expenses | $1,296 | - | - | - | 0.0% | |
| Total | $13,224,110 | 100% |
2014 · Form 990 · $10,740,981 spent · pay $0 · grants $0 · events $14,248
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,914,677 | - | - | - | 92.3% | |
| Other (as described) | MEDICAL CLAIMS ADMIN. | $423,846 | - | - | - | 3.9% |
| Fees: management | $115,435 | - | - | - | 1.1% | |
| Fees: other services | $78,179 | - | - | - | 0.7% | |
| Office expenses | $41,063 | - | - | - | 0.4% | |
| Other (as described) | MEMBER SERVICE REIMBURSEMENTS | $40,875 | - | - | - | 0.4% |
| Fees: legal | $36,067 | - | - | - | 0.3% | |
| Fees: accounting | $34,000 | - | - | - | 0.3% | |
| Fees: investment management | $23,715 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $14,248 | - | - | - | 0.1% | |
| Information technology | $6,205 | - | - | - | 0.1% | |
| Insurance | $5,808 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $5,143 | - | - | - | 0.0% |
| Other (as described) | PRESCRIPTION CLAIMS ADMIN. | $1,720 | - | - | - | 0.0% |
| Total | $10,740,981 | 100% |
2012 · Form 990 · $10,881,602 spent · pay $0 · grants $0 · events $8,250
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,060,719 | - | - | - | 92.5% | |
| Other (as described) | ADMINISTRATIVE FEES - M | $481,268 | - | - | - | 4.4% |
| Fees: management | $111,506 | - | - | - | 1.0% | |
| Fees: other services | $69,118 | - | - | - | 0.6% | |
| Office expenses | $40,651 | - | - | - | 0.4% | |
| Fees: legal | $36,068 | - | - | - | 0.3% | |
| Fees: investment management | $26,742 | - | - | - | 0.2% | |
| Fees: accounting | $25,937 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $8,250 | - | - | - | 0.1% | |
| Insurance | $8,132 | - | - | - | 0.1% | |
| Information technology | $7,381 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $5,800 | - | - | - | 0.1% |
| Other (as described) | MISCELLANEOUS | $30 | - | - | - | 0.0% |
| Total | $10,881,602 | 100% |
2011 · Form 990 · $10,492,629 spent · pay $0 · grants $0 · events $9,047
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,766,677 | - | - | - | 93.1% | |
| Other (as described) | ADMINISTRATIVE FEES - M | $409,681 | - | - | - | 3.9% |
| Fees: management | $103,983 | - | - | - | 1.0% | |
| Fees: other services | $69,969 | - | - | - | 0.7% | |
| Fees: legal | $36,003 | - | - | - | 0.3% | |
| Office expenses | $28,549 | - | - | - | 0.3% | |
| Fees: investment management | $26,345 | - | - | - | 0.3% | |
| Fees: accounting | $24,052 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $9,047 | - | - | - | 0.1% | |
| Insurance | $7,681 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $6,106 | - | - | - | 0.1% |
| Information technology | $4,466 | - | - | - | 0.0% | |
| Other (as described) | MISCELLANEOUS | $70 | - | - | - | 0.0% |
| Total | $10,492,629 | 100% |
2010 · Form 990 · $9,734,013 spent · pay $0 · grants $0 · events $11,524
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,403,856 | - | - | - | 96.6% | |
| Fees: management | $101,896 | - | - | - | 1.0% | |
| Other (as described) | CONSULTANT FEES | $67,497 | - | - | - | 0.7% |
| Fees: legal | $36,004 | - | - | - | 0.4% | |
| Depreciation and depletion | $34,272 | - | - | - | 0.4% | |
| Fees: accounting | $23,537 | - | - | - | 0.2% | |
| Office expenses | $20,273 | - | - | - | 0.2% | |
| Fees: investment management | $17,773 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $11,524 | - | - | - | 0.1% | |
| Insurance | $7,740 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $5,421 | - | - | - | 0.1% |
| Information technology | $4,220 | - | - | - | 0.0% | |
| Total | $9,734,013 | 100% |