WESTERN REGION EMPLOYEE BENEFIT TR

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Cite this

Plain text WESTERN REGION EMPLOYEE BENEFIT TR. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/western-region-employee-benefit-tr-356967427. Retrieved 2026-11-05.

APA furp.org. (n.d.). WESTERN REGION EMPLOYEE BENEFIT TR [Nonprofit organization profile; tax years 2016–2024]. Retrieved November 5, 2026, from https://furp.org/org/western-region-employee-benefit-tr-356967427

MLA “WESTERN REGION EMPLOYEE BENEFIT TR.” furp.org, tax years 2016–2024, https://furp.org/org/western-region-employee-benefit-tr-356967427. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $8.3M · expenses $8.6M · assets $1.7M

Also known as
WELFARE BENEFITS TRUST
EIN
35-6967427
Address
PO BOX 3191, MODESTO, CA 95353-3191
NTEE code
Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) published (IRS Business Master File)
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
June 2014 (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

PROVIDE HEALTH, DISABILITY AND LIFE INSURANCE BENEFITS TO THE EMPLOYEES, SPOUSES OF EMPLOYEES, AND DEPENDENTS OF EMPLOYEES OF REED FAMILY COMPANIES AND SUBSIDIARIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jeffrey Reed CHAIRMAN2016-2024 $608,083$3,401,872 2
Casey Razma DIRECTOR2017-2024 $387,035$2,623,410 1
Margaret Reed DIRECTOR2019-2024 $519,844$1,892,492 1

Officers and directors, no compensation reported

2 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Wendell Reed (former) TRUSTEE2016 1 $0 reported 2
John Shoden (former) TRUSTEE2016 1 $0 reported 2

People by year

2024 · 3 people listed · 3 paid, $1.5M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED CHAIRMAN1 $0$560,540$47,543 $608,0832
MARGARET REED DIRECTOR1 $0$461,485$58,359 $519,8441
CASEY RAZMA DIRECTOR1 $0$348,925$38,110 $387,0351
2023 · 3 people listed · 3 paid, $1.4M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED CHAIRMAN1 $0$516,838$43,537 $560,3752
CASEY RAZMA DIRECTOR1 $0$416,485$49,485 $465,9701
MARGARET REED DIRECTOR1 $0$305,367$32,475 $337,8421
2022 · 3 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED CHAIRMAN1 $0$457,978$39,765 $497,7432
CASEY RAZMA DIRECTOR1 $0$356,816$42,320 $399,1361
MARGARET REED DIRECTOR1 $0$251,740$28,232 $279,9721
2021 · 3 people listed · 3 paid, $1.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED CHAIRMAN1 $0$453,822$37,712 $491,5342
CASEY RAZMA DIRECTOR1 $0$359,084$41,233 $400,3171
MARGARET REED DIRECTOR1 $0$257,165$27,063 $284,2281
2020 · 3 people listed · 3 paid, $1.1M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED CHAIRMAN1 $0$417,950$34,302 $452,2522
CASEY RAZMA DIRECTOR1 $0$327,633$40,866 $368,4991
MARGARET REED DIRECTOR1 $0$220,827$23,442 $244,2691
2019 · 3 people listed · 3 paid, $1.0M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED CHAIRMAN1 $0$396,087$32,229 $428,3162
CASEY RAZMA DIRECTOR1 $0$304,376$43,633 $348,0091
MARGARET REED DIRECTOR1 $0$203,205$23,132 $226,3371
2018 · 2 people listed · 2 paid, $618K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED TRUSTEE1 $0$337,229$26,340 $363,5692
CASEY RAZMA TRUSTEE1 $0$238,864$15,580 $254,4441
2017 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED TRUSTEE1 $0$0$0 $02
CASEY RAZMA TRUSTEE1 $0$0$0 $01
2016 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY REED TRUSTEE1 $0$0$0 $02
WENDELL REED TRUSTEE1 $0$0$0 $02
JOHN SHODEN TRUSTEE1 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$8,291,485$8,638,840 $1,668,565$1,191,484 $0$8,291,485 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$7,376,605$7,142,164 $2,015,920$1,470,260 $0$7,376,605 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$7,403,817$7,114,625 $1,781,479$1,391,103 $0$7,403,817 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$6,516,060$6,595,959 $1,486,325$1,101,911 $0$6,516,060 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$5,850,916$5,913,197 $1,525,351$1,181,810 $0$5,850,916 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$5,172,980$5,214,230 $1,554,505$1,244,091 $0$5,172,980 $000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$4,465,153$4,394,846 $1,354,194$1,112,404 $0$4,465,153 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$4,217,958$4,254,353 $1,043,220$1,042,097 $0$4,217,958 $002
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$4,122,267$3,880,308 $1,089,146$1,078,492 $0$4,122,267 $000

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.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUSTCAY43 $8,569,814$8,433,261 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TRCAY43 $7,190,274$7,177,318 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATIONCAY43 $10,753,832$8,048,278 TRUSTEE$3,468 Same NTEE code Y43, revenue within 2x, same state
NONPROFIT BENEFITS TRCAY43 $7,776,834$7,586,609 CHAIR$8,400 Same NTEE code Y43, revenue within 2x, same state
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRCAY43 $4,691,868$2,925,219 EXECUTIVE DIRECTOR$483,304 Same NTEE code Y43, revenue within 2x, same state
VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAMCAY43 $14,410,923$9,654,363 TRUSTEE$95,164 Same NTEE code Y43, revenue within 2x, same state
RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUNDCAY43 $9,069,744$9,027,650 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUNDCAY43 $7,926,471$7,175,922 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
ATU LOCAL 192 RETIREE AND WELFARE TRCAY43 $4,686,161$4,626,032 UNION TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BENCAY43 $4,581,515$2,173,180 TRUSTEE$8,654 Same NTEE code Y43, revenue within 2x, same state
SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUSTCAY43 $10,108,276$9,516,454 TRUSTEE$1,134 Same NTEE code Y43, revenue within 2x, same state, similar mission
COALITION FOR CONTROLLING INS COSTS IN CA SCHOOLS HEALTH & WELFARE TRCAY43 $11,207,147$12,289,658 CHAIR$0 Same NTEE code Y43, revenue within 2x, same state
UA LOCAL NO 159 HEALTH AND WELFARE PLANCAY43 $6,655,332$6,447,941 trustee - CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
CALIFORNIA LAW ENFORCEMENT ASSOCIATION SAFETY PERSONNEL TRUSTCAY43 $7,798,729$6,023,020 CFO$4,250 Same NTEE code Y43, revenue within 2x, same state
SCCP HEALTH AND WELFARE TRCAY43 $5,485,900$5,715,631 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
KAISER ALUMINUM SALARIED RETIREES VEBA TRCAY43 $4,344,713$4,733,976 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
SOUTHERN CA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH TRUSTCAY43 $15,984,930$13,758,753 CO-CHAIR - UNION$338,289 Same NTEE code Y43, revenue within 2x, same state
VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLANCAY43 $6,994,977$6,938,562 LABOR TRUSTEE$277,106 Same NTEE code Y43, revenue within 2x, same state
DUDEK HEALTH AND WELFARE TRCAY43 $8,651,504$8,434,889 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
SAN DIEGO ASSOCIATED GENERAL CONTRACTORS VACATION SICK PAY TR FCAY43 $5,623,242$5,547,120 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, same state
WECA HEALTH AND WELFARE TRUSTCAY43 $7,658,733$8,639,524 EXECUTIVE DIRECTOR$185,532 Same NTEE code Y43, revenue within 2x, same state
SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUNDCAY43 $12,484,196$11,991,802 TRUSTEE$261,660 Same NTEE code Y43, revenue within 2x, same state
SAN DIEGO GAS & ELECTRIC COMPANY POST-6 30 2008 UNION RETIREE WELFACAY43 $4,274,135$2,550,832 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
IATSE ENTERTAINMENT AND EXHIBITION INDUSTRIES TRAINING TR FUNDCAY43 $6,781,972$8,484,497 EXECUTIVE DIR.$326,557 Same NTEE code Y43, revenue within 2x, same state
SEIU LOCAL 721 BENEFITS TRUST FUNDCAY43 $4,652,039$3,433,548 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state

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 · $8,638,840 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,893,581--- 91.4%
Other (as described)ADMINISTRATIVE EXPENSES $703,440--- 8.1%
Fees: accounting $41,819--- 0.5%
Total$8,638,840100%

View the filing

2023 · Form 990 · $7,142,164 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,541,920--- 91.6%
Other (as described)ADMINISTRATIVE EXPENSES $575,618--- 8.1%
Fees: accounting $24,626--- 0.3%
Total$7,142,164100%

View the filing

2022 · Form 990 · $7,114,625 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,601,327--- 92.8%
Other (as described)ADMINISTRATION EXPENSES $487,081--- 6.8%
Fees: accounting $26,217--- 0.4%
Total$7,114,625100%

View the filing

2021 · Form 990 · $6,595,959 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,091,600--- 92.4%
Other (as described)ADMINISTRATION EXPENSES $475,317--- 7.2%
Fees: accounting $29,042--- 0.4%
Total$6,595,959100%

View the filing

2020 · Form 990 · $5,913,197 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,482,844--- 92.7%
Other (as described)ADMINISTRATION EXPENSES $392,554--- 6.6%
Fees: accounting $37,799--- 0.6%
Total$5,913,197100%

View the filing

2019 · Form 990 · $5,214,230 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,912,753--- 94.2%
Other (as described)ADMINISTRATION EXPENSES $289,358--- 5.5%
Fees: accounting $12,119--- 0.2%
Total$5,214,230100%

View the filing

2018 · Form 990 · $4,394,846 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,389,351--- 99.9%
Other (as described)COBRA ADMIN FEES $5,485--- 0.1%
Fees: accounting $10--- 0.0%
Total$4,394,846100%

View the filing

2017 · Form 990 · $4,254,353 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,238,184--- 99.6%
Fees: accounting $11,251--- 0.3%
Other (as described)COBRA ADMIN FEES $4,918--- 0.1%
Total$4,254,353100%

View the filing

2016 · Form 990 · $3,880,308 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,833,448--- 98.8%
Fees: accounting $35,825--- 0.9%
Other (as described)COBRA ADMIN FEES $11,035--- 0.3%
Total$3,880,308100%

View the filing

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