ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS
Cite this
Plain text ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/orange-county-employees-association-benefit-plans-330660405. Retrieved 2026-11-03.
APA furp.org. (n.d.). ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 3, 2026, from https://furp.org/org/orange-county-employees-association-benefit-plans-330660405
MLA “ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS.” furp.org, tax years 2014–2024, https://furp.org/org/orange-county-employees-association-benefit-plans-330660405. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $19.1M · expenses $16.9M · assets $51.7M
- Also known as
- HEALTH AND WELFARE TRUST
- EIN
- 33-0660405
- Address
- 830 N ROSS ST, SANTA ANA, CA 92701-3420
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (corporation)
- Ruling date
- September 2002 (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
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 18 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
18 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 |
|---|---|---|---|---|---|
| Maria Corona | CHAIR - EFF. 9/2024 | 2014-2024 | 5 | $0 reported | 2 |
| Elizabeth Cooper-Butler | Chair - TERM. 9/2024 | 2017-2024 | 5 | $0 reported | 2 |
| Jose Gomez | Trustee | 2017-2024 | 5 | $0 reported | 2 |
| Angelo Lugo | Trustee/SECRETARY EFF 10/2024 | 2021-2024 | 5 | $0 reported | 2 |
| Iriss Barriga | Trustee | 2019-2024 | 5 | $0 reported | 2 |
| Leticia Guerrero | TRUSTEE - EFF. 10/2024 | 2024 | 5 | $0 reported | 2 |
| Lani Nguyen | Trustee - TERM. 2/2024 | 2014-2024 | 5 | $0 reported | 1 |
| Esperanza Martinez | Trustee - TERM. 4/2024 | 2021-2024 | 5 | $0 reported | 1 |
| Crystal Swart | TRUSTEE - EFF. 7/2024 | 2024 | 5 | $0 reported | 1 |
| Rhonda Reed | TRUSTEE - EFF. 7/2024 | 2024 | 5 | $0 reported | 1 |
| See Sch O For Compensation | PAID BY RELATED ORGANIZATIONS | 2024 | 0 | $0 reported | 1 |
| See Schedule O For Compensation (former) | PAID BY RELATED ORGANIZATIONS | 2023 | 0 | $0 reported | 1 |
| Lezlee Neebe (former) | CHAIRMAN | 2014-2020 | 5 | $0 reported | 2 |
| Teresa Garcia (former) | TRUSTEE | 2018-2020 | 5 | $0 reported | 1 |
| Pamela Waters (former) | TRUSTEE | 2014-2018 | 5 | $0 reported | 2 |
| Ryan Ramos (former) | CHAIRMAN | 2014-2017 | 5 | $0 reported | 2 |
| Frank Eley (former) | TRUSTEE | 2014-2015 | 5 | $0 reported | 2 |
| Ann Quach (former) | TRUSTEE | 2014-2015 | 5 | $0 reported | 1 |
People by year
2024 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Elizabeth Cooper-Butler | Chair - TERM. 9/2024 | 5 | $0 | $0 | $0 | $0 | 2 |
| Maria Corona | CHAIR - EFF. 9/2024 | 5 | $0 | $0 | $0 | $0 | 2 |
| Iriss Barriga | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Jose Gomez | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Lani Nguyen | Trustee - TERM. 2/2024 | 5 | $0 | $0 | $0 | $0 | 1 |
| Angelo Lugo | Trustee/SECRETARY EFF 10/2024 | 5 | $0 | $0 | $0 | $0 | 2 |
| Esperanza Martinez | Trustee - TERM. 4/2024 | 5 | $0 | $0 | $0 | $0 | 1 |
| Crystal Swart | TRUSTEE - EFF. 7/2024 | 5 | $0 | $0 | $0 | $0 | 1 |
| Rhonda Reed | TRUSTEE - EFF. 7/2024 | 5 | $0 | $0 | $0 | $0 | 1 |
| Leticia Guerrero | TRUSTEE - EFF. 10/2024 | 5 | $0 | $0 | $0 | $0 | 2 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Elizabeth Cooper-Butler | Chair | 5 | $0 | $0 | $0 | $0 | 2 |
| Maria Corona | Secretary, Board Liaison | 5 | $0 | $0 | $0 | $0 | 2 |
| Iriss Barriga | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Jose Gomez | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Lani Nguyen | Trustee | 5 | $0 | $0 | $0 | $0 | 1 |
| Angelo Lugo | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Esperanza Martinez | Trustee | 5 | $0 | $0 | $0 | $0 | 1 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIA CORONA | SECRETARY; BOARD LIAISON | 5 | $0 | $0 | $0 | $0 | 2 |
| IRISS BARRIGA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| JOSE GOMEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH COOPER-BUTLER | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| ESPERANZA MARTINEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ANGELO LUGO | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
2021 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIA CORONA | SECRETARY; BOARD LIAISON | 5 | $0 | $0 | $0 | $0 | 2 |
| IRISS BARRIGA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| JOSE GOMEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH COOPER-BUTLER | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| ESPERANZA MARTINEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ANGELO LUGO | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
2020 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEZLEE NEEBE | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| IRISS BARRIGA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| TERESA GARCIA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| MARIA CORONA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH COOPER-BUTLER | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| JOSE GOMEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
2019 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEZLEE NEEBE | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| IRISS BARRIGA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| TERESA GARCIA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| MARIA CORONA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH COOPER-BUTLER | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| JOSE GOMEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
2018 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEZLEE NEEBE | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| PAMELA WATERS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| TERESA GARCIA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| MARIA CORONA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH COOPER-BUTLER | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| JOSE GOMEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
2017 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RYAN RAMOS | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| PAMELA WATERS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LEZLEE NEEBE | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| MARIA CORONA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH COOPER-BUTLER | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| JOSE GOMEZ | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
2016 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RYAN RAMOS | CHAIRMAN | 5 | $0 | $0 | $0 | $0 | 2 |
| PAMELA WATERS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LEZLEE NEEBE | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| MARIA CORONA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
2015 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK ELEY | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| PAMELA WATERS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LEZLEE NEEBE | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| RYAN RAMOS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| MARIA CORONA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| ANN QUACH | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
2014 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK ELEY | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| PAMELA WATERS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LEZLEE NEEBE | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| RYAN RAMOS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| LANI NGUYEN | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
| MARIA CORONA | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 2 |
| ANN QUACH | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 4 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Orange County Employees Assn | SANTA ANA, CA | TPA | $1,416,000 |
| Delta Dental of California | SACRAMENTO, CA | Administrative | $444,964 |
| Vision Service Plan | RANCHO CORDOVA, CA | Administrative | $162,495 |
| DIMARTINO ASSOCIATES | SANTA ANA, CA | Benefits Consultant | $111,000 |
2023 · 4 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Orange County Employees Assn | SANTA ANA, CA | TPA | $1,374,900 |
| Delta Dental of California | SACRAMENTO, CA | Administrative | $419,206 |
| Vision Service Plan | RANCHO CORDOVA, CA | Administrative | $158,675 |
| Brown Brown | LOS ANGELES, CA | Benefits Consultant | $111,000 |
2022 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ORANGE COUNTY EMPLOYEES ASSOCIATION | SANTA ANA, CA | TPA | $1,081,500 |
| BROWN & BROWN | LOS ANGELES, CA | BENEFITS CONSULTANT | $111,000 |
2021 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ORANGE COUNTY EMPLOYEES ASSOCIATION | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $1,050,000 |
| BROWN & BROWN | LOS ANGELES, CA | BENEFITS CONSULTANT | $111,000 |
2020 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ORANGE COUNTY EMPLOYEES ASSOCIATION | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $1,019,700 |
| BROWN & BROWN | LOS ANGELES, CA | BENEFITS CONSULTANT | $111,000 |
2019 · 3 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| ORANGE COUNTY EMPLOYEES ASSOCIATION | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $990,000 |
| DELTA DENTAL | CERRITOS, CA | ADMINISTRATION | $373,375 |
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | ADMINISTRATION | $161,653 |
2018 · 4 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| OCEA | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $792,230 |
| DELTA DENTAL | CERRITOS, CA | ADMINISTRATION | $365,863 |
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | ADMINISTRATION | $161,365 |
| DIMARTINO ASSOCIATES | SEATTLE, WA | BENEFIT CONSULTING | $105,000 |
2017 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| OCEA | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $780,000 |
| DELTA DENTAL | CERRITOS, CA | ADMINISTRATION | $382,619 |
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | ADMINISTRATION | $169,014 |
2016 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| OCEA | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $780,000 |
| DELTA DENTAL | CERRITOS, CA | ADMINISTRATION | $361,897 |
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | ADMINISTRATION | $158,092 |
2015 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| OCEA | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $780,000 |
| DELTA DENTAL | CERRITOS, CA | ADMINISTRATION | $347,472 |
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | ADMINISTRATION | $155,506 |
2014 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| OCEA | SANTA ANA, CA | CONTRACT ADMINISTRATOR | $780,000 |
| DELTA DENTAL | CERRITOS, CA | ADMINISTRATION | $343,945 |
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | ADMINISTRATION | $127,108 |
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 | ||||||||
| $19,067,603 | $16,890,137 | $51,686,239 | $51,061,322 | $0 | $17,563,601 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $17,770,245 | $17,143,284 | $48,089,007 | $47,467,360 | $0 | $16,525,547 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $17,787,150 | $16,557,167 | $43,441,291 | $43,364,291 | $0 | $16,770,313 | $0 | 0 | 7 |
| 2021 · Form 990 | ||||||||
| $17,289,153 | $13,117,686 | $45,817,870 | $45,783,256 | $0 | $16,407,158 | $0 | 0 | 7 |
| 2021 · Form 990 | ||||||||
| $18,015,858 | $16,495,351 | $43,592,542 | $43,592,542 | $0 | $16,144,613 | $0 | 0 | 7 |
| 2020 · Form 990 | ||||||||
| $16,875,986 | $15,789,043 | $40,095,238 | $39,602,436 | $0 | $16,215,844 | $0 | 0 | 7 |
| 2019 · Form 990 | ||||||||
| $17,594,783 | $16,051,553 | $36,423,002 | $35,733,669 | $0 | $16,194,066 | $0 | 0 | 7 |
| 2018 · Form 990 | ||||||||
| $16,497,120 | $15,823,837 | $33,175,285 | $32,336,086 | $0 | $16,124,422 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $18,291,065 | $16,040,645 | $33,306,638 | $32,320,388 | $0 | $16,623,934 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $17,001,266 | $16,173,265 | $29,755,793 | $28,826,699 | $0 | $16,751,142 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $17,449,997 | $16,040,397 | $28,024,775 | $27,359,858 | $0 | $16,357,258 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $16,815,665 | $15,130,563 | $27,006,422 | $26,126,310 | $0 | $16,432,429 | $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.
- ORANGE COUNTY EMPLOYEES ASSOCIATION INC Santa Ana, CA · 6 people in common (Angelo Lugo, Elizabeth Cooper-Butler, Iriss Barriga) · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| UFCW COMPREHENSIVE BENEFITS TRUST | CA | Y43 | $32,311,597 | $32,108,756 | CHAIRMAN | $334,619 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
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| LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION | CA | Y43 | $10,753,832 | $8,048,278 | TRUSTEE | $3,468 | Same NTEE code Y43, revenue within 2x, same state |
| 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 |
| COALITION FOR CONTROLLING INS COSTS IN CA SCHOOLS HEALTH & WELFARE TR | CA | Y43 | $11,207,147 | $12,289,658 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| 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 |
| UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND | CA | Y43 | $23,395,200 | $18,641,449 | LABOR 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 |
| 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 |
| 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 |
| FERNANDEZ HOLDINGS HEALTH TR | CA | Y43 | $25,332,123 | $25,574,532 | TRUSTEE | $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 |
| 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 |
| 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 |
| SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST | CA | Y43 | $18,766,404 | $17,701,491 | CHAIR, TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TEAMSTER SANITATION INDUSTRY TR FUND | CA | Y43 | $11,647,627 | $11,433,751 | union trustee, chairman | $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 |
| NORTHWEST FINANCIAL ASSOCIATIONS EBT | WA | Y43 | $23,622,123 | $22,879,669 | trustee | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
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| NORTHERN NEW JERSEY TEAMSTERS BENEFIT FUND | NJ | Y43 | $35,255,907 | $34,877,052 | TRUSTEE | $225,058 | Same NTEE code Y43, revenue within 2x, similar mission |
| UAW LOCAL 2326 HEALTH & WELFARE FUND | NJ | Y43 | $15,537,323 | $19,627,367 | EMPLOYER TRUSTEE | $20,000 | Same NTEE code Y43, revenue within 2x, similar mission |
| VEBA TRUST AGREEMENT FOR OHIO EDUC ASSOCIATION GROUP BENEFIT PLAN | OH | Y43 | $10,381,528 | $8,333,312 | PRESIDENT (TERM 07/14/25) | $293,242 | 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 |
| IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND | NJ | Y43 | $31,470,152 | $27,032,346 | TRUSTEE | $395,059 | Same NTEE code Y43, revenue within 2x, similar mission |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN |
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 · $16,890,137 spent · pay $0 · grants $0 · events $50,231
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,137,029 | - | - | - | 83.7% | |
| Fees: management | $1,416,100 | - | - | - | 8.4% | |
| Fees: other services | $718,459 | - | - | - | 4.3% | |
| Other (as described) | PARTICIPANT EDUCATION | $231,134 | - | - | - | 1.4% |
| Office expenses | $143,960 | - | - | - | 0.9% | |
| Information technology | $74,268 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $50,231 | - | - | - | 0.3% | |
| Fees: accounting | $34,945 | - | - | - | 0.2% | |
| Depreciation and depletion | $31,228 | - | - | - | 0.2% | |
| Other (as described) | OTHER EXPENSES | $25,247 | - | - | - | 0.1% |
| Fees: investment management | $15,000 | - | - | - | 0.1% | |
| Insurance | $12,500 | - | - | - | 0.1% | |
| Fees: legal | $36 | - | - | - | 0.0% | |
| Total | $16,890,137 | 100% |
2023 · Form 990 · $17,143,284 spent · pay $0 · grants $0 · events $41,773
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,510,577 | - | - | - | 84.6% | |
| Fees: management | $1,374,900 | - | - | - | 8.0% | |
| Fees: other services | $688,881 | - | - | - | 4.0% | |
| Other (as described) | PARTICIPANT EDUCATION | $196,475 | - | - | - | 1.1% |
| Office expenses | $117,965 | - | - | - | 0.7% | |
| Information technology | $96,672 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $41,773 | - | - | - | 0.2% | |
| Fees: accounting | $38,685 | - | - | - | 0.2% | |
| Depreciation and depletion | $33,994 | - | - | - | 0.2% | |
| Fees: investment management | $15,000 | - | - | - | 0.1% | |
| Insurance | $12,234 | - | - | - | 0.1% | |
| Fees: legal | $8,245 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $7,883 | - | - | - | 0.0% |
| Total | $17,143,284 | 100% |
2022 · Form 990 · $16,557,167 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,229,025 | - | - | - | 85.9% | |
| Fees: management | $1,081,500 | - | - | - | 6.5% | |
| Fees: other services | $688,036 | - | - | - | 4.2% | |
| Other (as described) | PARTICIPANT EDUCATION | $262,244 | - | - | - | 1.6% |
| Office expenses | $105,240 | - | - | - | 0.6% | |
| Information technology | $74,923 | - | - | - | 0.5% | |
| Fees: accounting | $48,130 | - | - | - | 0.3% | |
| Depreciation and depletion | $33,797 | - | - | - | 0.2% | |
| Other (as described) | OTHER | $22,386 | - | - | - | 0.1% |
| Insurance | $11,886 | - | - | - | 0.1% | |
| Total | $16,557,167 | 100% |
2021 · Form 990 · $13,117,686 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,910,899 | - | - | - | 83.2% | |
| Fees: management | $1,050,000 | - | - | - | 8.0% | |
| Fees: other services | $680,339 | - | - | - | 5.2% | |
| Other (as described) | PARTICIPANT EDUCATION | $215,634 | - | - | - | 1.6% |
| Information technology | $89,142 | - | - | - | 0.7% | |
| Office expenses | $78,348 | - | - | - | 0.6% | |
| Depreciation and depletion | $43,161 | - | - | - | 0.3% | |
| Other (as described) | OTHER | $24,913 | - | - | - | 0.2% |
| Insurance | $11,645 | - | - | - | 0.1% | |
| Fees: legal | $11,530 | - | - | - | 0.1% | |
| Fees: accounting | $2,075 | - | - | - | 0.0% | |
| Total | $13,117,686 | 100% |
2020 · Form 990 · $15,789,043 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,654,922 | - | - | - | 86.5% | |
| Fees: management | $1,019,700 | - | - | - | 6.5% | |
| Fees: other services | $669,922 | - | - | - | 4.2% | |
| Other (as described) | PARTICIPANT EDUCATION | $184,223 | - | - | - | 1.2% |
| Other (as described) | DATA PROCESSING | $73,630 | - | - | - | 0.5% |
| Office expenses | $66,606 | - | - | - | 0.4% | |
| Depreciation and depletion | $42,017 | - | - | - | 0.3% | |
| Other (as described) | OTHER | $38,287 | - | - | - | 0.2% |
| Fees: accounting | $19,500 | - | - | - | 0.1% | |
| Insurance | $11,449 | - | - | - | 0.1% | |
| Fees: legal | $8,787 | - | - | - | 0.1% | |
| Total | $15,789,043 | 100% |
2019 · Form 990 · $16,051,553 spent · pay $0 · grants $0 · events $23,737
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,028,061 | - | - | - | 87.4% | |
| Fees: management | $1,525,028 | - | - | - | 9.5% | |
| Fees: other services | $173,000 | - | - | - | 1.1% | |
| Other (as described) | PARTICIPANT EDUCATION | $85,746 | - | - | - | 0.5% |
| Other (as described) | DATA PROCESSING | $63,562 | - | - | - | 0.4% |
| Office expenses | $62,989 | - | - | - | 0.4% | |
| Other (as described) | OTHER | $35,828 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $23,737 | - | - | - | 0.1% | |
| Depreciation and depletion | $21,440 | - | - | - | 0.1% | |
| Fees: accounting | $20,400 | - | - | - | 0.1% | |
| Insurance | $11,762 | - | - | - | 0.1% | |
| Total | $16,051,553 | 100% |
2018 · Form 990 · $15,823,837 spent · pay $0 · grants $0 · events $8,707
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,056,773 | - | - | - | 88.8% | |
| Fees: management | $1,319,458 | - | - | - | 8.3% | |
| Fees: other services | $120,000 | - | - | - | 0.8% | |
| Other (as described) | PARTICIPANT EDUCATION | $98,852 | - | - | - | 0.6% |
| Office expenses | $79,731 | - | - | - | 0.5% | |
| Other (as described) | DATA PROCESSING | $64,787 | - | - | - | 0.4% |
| Other (as described) | OTHER | $24,860 | - | - | - | 0.2% |
| Fees: accounting | $20,200 | - | - | - | 0.1% | |
| Depreciation and depletion | $18,271 | - | - | - | 0.1% | |
| Insurance | $12,198 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $8,707 | - | - | - | 0.1% | |
| Total | $15,823,837 | 100% |
2017 · Form 990 · $16,040,645 spent · pay $0 · grants $0 · events $11,750
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,294,173 | - | - | - | 89.1% | |
| Fees: management | $1,331,633 | - | - | - | 8.3% | |
| Fees: other services | $114,000 | - | - | - | 0.7% | |
| Other (as described) | PARTICIPANT EDUCATION | $85,945 | - | - | - | 0.5% |
| Office expenses | $67,812 | - | - | - | 0.4% | |
| Other (as described) | DATA PROCESSING | $59,398 | - | - | - | 0.4% |
| Other (as described) | OTHER | $23,850 | - | - | - | 0.1% |
| Fees: accounting | $21,800 | - | - | - | 0.1% | |
| Depreciation and depletion | $18,271 | - | - | - | 0.1% | |
| Insurance | $12,013 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $11,750 | - | - | - | 0.1% | |
| Total | $16,040,645 | 100% |
2016 · Form 990 · $16,173,265 spent · pay $0 · grants $0 · events $16,725
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,355,481 | - | - | - | 88.8% | |
| Fees: management | $1,299,989 | - | - | - | 8.0% | |
| Other (as described) | CYBER SECURITY | $152,829 | - | - | - | 0.9% |
| Fees: other services | $114,000 | - | - | - | 0.7% | |
| Other (as described) | DATA PROCESSING | $76,853 | - | - | - | 0.5% |
| Office expenses | $61,821 | - | - | - | 0.4% | |
| Other (as described) | PARTICIPANT EDUCATION | $34,114 | - | - | - | 0.2% |
| Other (as described) | OTHER | $21,152 | - | - | - | 0.1% |
| Fees: accounting | $20,500 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $16,725 | - | - | - | 0.1% | |
| Insurance | $11,830 | - | - | - | 0.1% | |
| Depreciation and depletion | $7,971 | - | - | - | 0.0% | |
| Total | $16,173,265 | 100% |
2015 · Form 990 · $16,040,397 spent · pay $0 · grants $0 · events $18,486
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,313,282 | - | - | - | 89.2% | |
| Fees: management | $1,282,978 | - | - | - | 8.0% | |
| Other (as described) | CYBER SECURITY | $118,247 | - | - | - | 0.7% |
| Fees: other services | $99,000 | - | - | - | 0.6% | |
| Office expenses | $64,647 | - | - | - | 0.4% | |
| Other (as described) | DATA PROCESSING | $60,263 | - | - | - | 0.4% |
| Other (as described) | PARTICIPANT EDUCATION | $32,697 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $18,486 | - | - | - | 0.1% | |
| Fees: accounting | $17,900 | - | - | - | 0.1% | |
| Insurance | $16,341 | - | - | - | 0.1% | |
| Other (as described) | OTHER | $15,429 | - | - | - | 0.1% |
| Depreciation and depletion | $1,127 | - | - | - | 0.0% | |
| Total | $16,040,397 | 100% |
2014 · Form 990 · $15,130,563 spent · pay $0 · grants $0 · events $16,236
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,601,634 | - | - | - | 89.9% | |
| Fees: management | $1,251,053 | - | - | - | 8.3% | |
| Other (as described) | DATA PROCESSING | $66,465 | - | - | - | 0.4% |
| Office expenses | $63,709 | - | - | - | 0.4% | |
| Fees: other services | $49,077 | - | - | - | 0.3% | |
| Other (as described) | PARTICIPANT EDUCATION | $33,100 | - | - | - | 0.2% |
| Fees: accounting | $18,500 | - | - | - | 0.1% | |
| Other (as described) | OTHER | $17,914 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $16,236 | - | - | - | 0.1% | |
| Insurance | $12,687 | - | - | - | 0.1% | |
| Depreciation and depletion | $188 | - | - | - | 0.0% | |
| Total | $15,130,563 | 100% |
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