CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA

Cite this

Plain text CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/cement-masons-health-and-welfare-trust-fund-for-northern-california-941291152. Retrieved 2026-11-01.

APA furp.org. (n.d.). CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 1, 2026, from https://furp.org/org/cement-masons-health-and-welfare-trust-fund-for-northern-california-941291152

MLA “CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA.” furp.org, tax years 2009–2024, https://furp.org/org/cement-masons-health-and-welfare-trust-fund-for-northern-california-941291152. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $47.3M · expenses $42.7M · assets $107.2M

Also known as
FUND FOR NORTHERN CALIFORNIA
EIN
94-1291152
Address
4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
NTEE code
-
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
February 1955 (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 IN A MULTIEMPLOYER PLAN.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

5 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
Cody Bik TRUSTEE2016-2024 $234,091$964,275 8
Jeff Patton TRUSTEE2018-2024 $209,721$872,182 5
Greg Levy CO-CHAIRMAN2010-2024 $184,379$744,229 6
Emilio Aldana TRUSTEE2021-2024 $213,647$658,737 10
Jerry Zamora (former) TRUSTEE2016-2021 $159,112$159,112 4

Officers and directors, no compensation reported

14 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
Jenna Carlson TRUSTEE2017-2024 5 $0 reported 4
Brian Gardner CHAIRMAN2009-2024 5 $0 reported 3
Shawn Barnes TRUSTEE2010-2024 5 $0 reported 3
Andrew Vasconi TRUSTEE2018-2024 5 $0 reported 3
Chester Murphy (former) TRUSTEE2019-2020 5 $0 reported 14
Shawn Bernes (former) TRUSTEE2019 5 $0 reported 3
Keith Shanks (former) TRUSTEE2009-2018 5 $0 reported 8
Mark Reynosa (former) TRUSTEE2010-2017 5 $0 reported 3
Robert Dumesnil (former) TRUSTEE2010-2016 5 $0 reported 3
Ben Espinoza (former) TRUSTEE2009-2015 5 $0 reported 3
Hector Cortez (former) TRUSTEE2009-2015 5 $0 reported 8
bill koponen (former) TRUSTEE2009 5 $0 reported 1
Thomas R Estrada (former) TRUSTEE2009 5 $0 reported 1
Byron C Loney (former) TRUSTEE2009 5 $0 reported 1

People by year

2024 · 8 people listed · 4 paid, $842K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CODY BIK TRUSTEE5 $0$157,127$76,964 $234,0918
EMILIO ALDANA TRUSTEE5 $0$154,887$58,760 $213,64710
JEFF PATTON TRUSTEE5 $0$136,800$72,921 $209,7215
GREG LEVY CO-CHAIRMAN5 $0$141,391$42,988 $184,3796
BRIAN GARDNER CHAIRMAN5 $0$0$0 $03
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
2023 · 8 people listed · 4 paid, $665K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CODY BIK TRUSTEE5 $0$153,831$73,921 $227,7528
JEFF PATTON TRUSTEE5 $0$123,557$68,595 $192,1525
EMILIO ALDANA TRUSTEE5 $0$131,129$0 $131,12910
GREG LEVY CO-CHAIRMAN5 $0$114,466$0 $114,4666
BRIAN GARDNER CHAIRMAN5 $0$0$0 $03
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
2022 · 8 people listed · 4 paid, $726K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CODY BIK TRUSTEE5 $0$149,431$43,638 $193,0698
EMILIO ALDANA TRUSTEE5 $0$147,988$43,638 $191,62610
GREG LEVY CO CHAIRMAN5 $0$131,287$43,638 $174,9256
JEFF PATTON TRUSTEE5 $0$122,557$43,638 $166,1955
BRIAN GARDNER CHAIRMAN5 $0$0$0 $03
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
2021 · 9 people listed · 5 paid, $682K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERRY ZAMORA TRUSTEE5 $0$135,088$24,024 $159,1124
CODY BIK TRUSTEE5 $0$116,123$24,024 $140,1478
JEFF PATTON TRUSTEE5 $0$113,942$24,024 $137,9665
GREG LEVY CO CHAIRMAN5 $0$98,794$24,024 $122,8186
EMILIO ALDANA TRUSTEE5 $0$98,311$24,024 $122,33510
BRIAN GARDNER CHAIRMAN5 $0$0$0 $03
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
2020 · 9 people listed · 3 paid, $483K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CODY BIK TRUSTEE5 $0$126,659$42,557 $169,2168
JEFF PATTON TRUSTEE5 $0$123,591$42,557 $166,1485
GREG LEVY CO CHAIRMAN5 $0$105,084$42,557 $147,6416
BRIAN GARDNER CHAIRMAN5 $0$0$0 $03
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
JERRY ZAMORA TRUSTEE5 $0$0$0 $04
CHESTER MURPHY TRUSTEE5 $0$0$0 $014
2019 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN GARDNER CHAIRMAN5 $0$0$0 $03
SHAWN BERNES TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
GREG LEVY TRUSTEE5 $0$0$0 $06
JERRY ZAMORA TRUSTEE5 $0$0$0 $04
JEFF PATTON TRUSTEE5 $0$0$0 $05
CHESTER MURPHY TRUSTEE5 $0$0$0 $014
CODY BIK TRUSTEE5 $0$0$0 $08
2018 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JERRY ZAMORA TRUSTEE5 $0$0$0 $04
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
KEITH SHANKS TRUSTEE5 $0$0$0 $08
CODY BIK TRUSTEE5 $0$0$0 $08
ANDREW VASCONI TRUSTEE5 $0$0$0 $03
GREG LEVY TRUSTEE5 $0$0$0 $06
JEFF PATTON TRUSTEE5 $0$0$0 $05
2017 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
JERRY ZAMORA TRUSTEE5 $0$0$0 $04
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
JENNA CARLSON TRUSTEE5 $0$0$0 $04
KEITH SHANKS TRUSTEE5 $0$0$0 $08
CODY BIK TRUSTEE5 $0$0$0 $08
MARK REYNOSA TRUSTEE5 $0$0$0 $03
GREG LEVY TRUSTEE5 $0$0$0 $06
2016 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
CODY BIK TRUSTEE5 $0$0$0 $08
JERRY ZAMORA TRUSTEE5 $0$0$0 $04
GREG LEVY TRUSTEE5 $0$0$0 $06
2015 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
BEN ESPINOZA TRUSTEE5 $0$0$0 $03
HECTOR CORTEZ TRUSTEE5 $0$0$0 $08
GREG LEVY TRUSTEE5 $0$0$0 $06
2014 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
BEN ESPINOZA TRUSTEE5 $0$0$0 $03
HECTOR CORTEZ TRUSTEE5 $0$0$0 $08
GREG LEVY TRUSTEE5 $0$0$0 $06
2013 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
BEN ESPINOZA TRUSTEE5 $0$0$0 $03
HECTOR CORTEZ TRUSTEE5 $0$0$0 $08
GREG LEVY TRUSTEE5 $0$0$0 $06
2012 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
BEN ESPINOZA TRUSTEE5 $0$0$0 $03
HECTOR CORTEZ TRUSTEE5 $0$0$0 $08
GREG LEVY TRUSTEE5 $0$0$0 $06
2011 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
BEN ESPINOZA TRUSTEE5 $0$0$0 $03
HECTOR CORTEZ TRUSTEE5 $0$0$0 $08
GREG LEVY TRUSTEE5 $0$0$0 $06
2010 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAWN BARNES TRUSTEE5 $0$0$0 $03
ROBERT DUMESNIL TRUSTEE5 $0$0$0 $03
BRIAN GARDNER TRUSTEE5 $0$0$0 $03
MARK REYNOSA TRUSTEE5 $0$0$0 $03
KEITH SHANKS TRUSTEE5 $0$0$0 $08
BEN ESPINOZA TRUSTEE5 $0$0$0 $03
HECTOR CORTEZ TRUSTEE5 $0$0$0 $08
GREG LEVY TRUSTEE5 $0$0$0 $06
2009 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
bill koponen TRUSTEE5 $0$0$0 $01
THOMAS R ESTRADA TRUSTEE5 $0$0$0 $01
brian gardner TRUSTEE5 $0$0$0 $03
BYRON C LONEY TRUSTEE5 $0$0$0 $01
keith shanks TRUSTEE5 $0$0$0 $08
ben espinoza TRUSTEE5 $0$0$0 $03
hecTOR CORTEZ TRUSTEE5 $0$0$0 $08

Highest-paid independent contractors

2024 · 4 contractors · $1.5M
NameLocationServicePaid
HSBADUBLIN, CAADMIN SERVICES$524,028
OPTUM BEHAVIORAL HEALTHSAN FRANCISCO, CAADMIN SERVICES$466,820
EIDE BAILLY LLPPASADENA, CAACCOUNTING SERVICES$321,052
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING SERVICES$230,023
2023 · 5 contractors · $1.7M
NameLocationServicePaid
HSBADUBLIN, CAADMIN SERVICES$466,609
THE SEGAL COMPANYSAN FRANCISCO, CAConsulting Services$375,653
OPTUM BEHAVIORAL HEALTHSAN FRANCISCO, CAADMIN SERVICES$307,911
EIDE BAILLY LLPPASADENA, CAACCOUNTING SERVICES$266,544
ZENITH AMERICA SOLUTIONALAMEDA, CAADMIN SERVICES$242,419
2022 · 5 contractors · $1.5M
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONALAMEDA, CACONTRACT ADMIN$384,022
THE SEGAL COMPANYSAN FRANCISCO, CAPROFESSIONAL$378,763
NORTHERN CALIFORNIA CEMENT MASONS FUNDARCADIA, CACONTRACT ADMIN$324,654
HEALTH SERVICES & BENEFIT ADMINISTRATORSDUBLIN, CAPROFESSIONAL$274,500
EIDE BAILLY LLPPASADENA, CAPROFESSIONAL$114,999
2020 · 5 contractors · $1.8M
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONSALAMEDA, CAADMINISTRATION$557,716
NORTHERN CALIFORNIA CEMENT MASONS ADMINALAMEDA, CAADMINISTRATION$433,578
ANTHEM BLUE CROSS OF CALIFORNIALOS ANGELES, CAHEALTHCARE$398,508
SEGAL CONSULTINGSAN FRANCISCO, CACONSULTING$196,493
DELTA DENTALSAN FRANCISCO, CAHEALTHCARE$193,915
2019 · 5 contractors · $1.8M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS ADMINALAMEDA, CAADMINISTRATION$496,644
ZENITH AMERICAN SOLUTIONSALAMEDA, CAADMINISTRATION$488,349
ANTHEM BLUE CROSS OF CALIFORNIALOS ANGELES, CAHEALTHCARE$404,755
DELTA DENTALSAN FRANCISCO, CAHEALTHCARE$203,395
SEGAL CONSULTINGSAN FRANCISCO, CACONSULTING$190,637
2018 · 5 contractors · $1.8M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS ADMINALAMEDA, CAADMINISTRATION$508,568
ZENITH AMERICAN SOLUTIONSALAMEDA, CAADMINISTRATION$474,342
ANTHEM BLUE CROSS OF CALIFORNIALOS ANGELES, CAHEALTHCARE$361,357
SEGAL CONSULTINGSAN FRANCISCO, CACONSULTING$254,404
DELTA DENTALSAN FRANCISCO, CAHEALTHCARE$172,107
2017 · 5 contractors · $1.4M
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONSALAMEDA, CAADMINISTRATION$433,953
ANTHEM BLUE CROSS OF CALIFORNIALOS ANGELES, CAHEALTHCARE$347,843
NORTHERN CALIFORNIA CEMENT MASONS ADMINALAMEDA, CAADMINISTRATION$285,376
SEGAL CONSULTINGSAN FRANCISCO, CACONSULTING$155,025
DELTA DENTALSAN FRANCISCO, CAHEALTHCARE$139,566
2016 · 5 contractors · $1.5M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSALAMEDA, CAADMINISTRATOR$696,401
ANTHEM BLUE CROSSWOODLAND HILLS, CACLAIMS ADMINISTRATOR$362,332
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING$236,179
DELTA DENTALSAN FRANCISCO, CACLAIMS ADMINISTRATOR$137,418
ZENITH AMERICAN SOLUTIONSALAMEDA, CAADMINISTRATOR$100,672
2015 · 4 contractors · $1.5M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSFAIRFIELD, CAADMINISTRATOR$864,137
ANTHEM BLUE CROSSWOODLAND HILLS, CACLAIMS ADMINISTRATOR$368,267
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING$179,797
DELTA DENTALSAN FRANCISCO, CACLAIMS ADMINISTRATOR$130,354
2014 · 5 contractors · $1.7M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSFAIRFIELD, CAADMINISTRATOR$943,319
ANTHEM BLUE CROSSWOODLAND HILLS, CACLAIMS ADMINISTRATOR$330,191
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING$176,236
DELTA DENTALSAN FRANCISCO, CACLAIMS ADMINISTRATOR$122,773
WEINBERG ROGER & ROSENFELDALAMEDA, CAATTORNEY$101,610
2013 · 5 contractors · $1.6M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSADMINISTRATOR$931,845
ANTHEM BLUE CROSSCLAIMS ADMINISTRATOR$267,482
THE SEGAL COMPANYCONSULTING$198,617
DELTA DENTALCLAIMS ADMINISTRATOR$112,404
BULLIVANT HOUSER & BAILEYATTORNEY$102,898
2012 · 4 contractors · $1.5M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSFAIRFIELD, CAADMINISTRATOR$905,139
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING$282,224
ANTHEM BLUE CROSSWOODLAND HILLS, CACLAIMS ADMINISTRATOR$240,671
DELTA DENTALSAN FRANCISCO, CACLAIMS ADMINISTRATOR$104,150
2011 · 3 contractors · $1.3M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSFAIRFIELD, CAADMINISTRATOR$874,162
ANTHEM BLUE CROSSWOODLAND HILLS, CACLAIMS ADMINISTRATOR$250,579
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING$163,035
2010 · 4 contractors · $1.3M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSFAIRFIELD, CAADMINISTRATOR$776,626
ANTHEM BLUE CROSSWOODLAND HILLS, CAMEDICAL ADMINISTRATION$254,030
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTING$192,529
DELTA DENTALSAN FRANCISCO, CADENTAL ADMINISTRATION$101,006
2009 · 4 contractors · $1.2M
NameLocationServicePaid
NORTHERN CALIFORNIA CEMENT MASONS FUNDSFAIRFIELD, CAADMINISTRATOR$703,462
BLUE CROSS OF CALIFORNIAVAN NUYS, CAMEDICAL ADMINISTRATION$274,088
the segal companysan fraNCISCO, CAconsulting$159,299
DELTA DENTALSAN FRANCISCO, CADENTAL ADMINISTRATION$108,222

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 2025-08-31 · view filing · original 990 ↗
$47,349,965$42,731,884 $107,184,756$70,972,606 $0$45,158,713 $000
2023 · Form 990 period ending 2024-08-31 · view filing · original 990 ↗
$45,314,757$40,600,021 $99,413,372$64,280,281 $0$43,311,867 $000
2022 · Form 990 period ending 2023-08-31 · view filing · original 990 ↗
$39,245,893$40,887,698 $81,233,777$61,383,288 $0$38,636,266 $008
2021 · Form 990 period ending 2022-08-31 · view filing · original 990 ↗
$46,126,628$35,928,274 $81,346,913$61,482,421 $0$41,753,245 $009
2020 · Form 990 period ending 2021-08-31 · view filing · original 990 ↗
$42,313,844$38,133,828 $79,264,458$59,693,352 $0$41,717,643 $009
2019 · Form 990 period ending 2020-08-31 · view filing · original 990 ↗
$43,494,374$38,184,646 $73,504,227$53,259,915 $0$41,343,369 $000
2018 · Form 990 period ending 2019-08-31 · view filing · original 990 ↗
$41,701,022$42,173,111 $66,977,541$46,762,278 $0$39,344,262 $009
2017 · Form 990 period ending 2018-08-31 · view filing · original 990 ↗
$39,681,535$31,402,676 $62,550,905$46,697,350 $0$39,076,872 $000
2016 · Form 990 period ending 2017-08-31 · view filing · original 990 ↗
$35,334,263$30,908,403 $52,681,394$37,934,400 $0$33,985,409 $000
2015 · Form 990 period ending 2016-08-31 · view filing · original 990 ↗
$34,416,602$29,231,015 $47,688,403$33,460,546 $0$32,173,836 $000
2014 · Form 990 period ending 2015-08-31 · view filing · original 990 ↗
$31,854,325$30,311,669 $40,887,821$27,573,625 $0$30,856,715 $000
2013 · Form 990 period ending 2014-08-31 · view filing · original 990 ↗
$27,728,561$21,758,740 $35,650,845$26,270,983 $0$26,838,864 $000
2012 · Form 990 period ending 2013-08-31 · view filing · original 990 ↗
$25,702,407$17,354,393 $27,472,501$19,260,531 $0$24,506,606 $000
2011 · Form 990 period ending 2012-08-31 · view filing · original 990 ↗
$23,811,018$26,972,173 $22,050,775$11,273,119 $0$22,671,934 $000
2010 · Form 990 period ending 2011-08-31 · view filing · original 990 ↗
$22,410,194$24,239,893 $24,098,516$13,878,041 $0$20,370,053 $000
2009 · Form 990 period ending 2010-08-31 · view filing · original 990 ↗
$21,331,754$20,124,106 $27,597,358$15,756,824 $0$18,959,317 $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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIACANot reported $41,004,965$39,753,302 TRUSTEE$0 Similar name, revenue within 2x, same state, similar mission
CEMENT MASONS SOUTHERN CALIFORNIA HEALTH & WELFARE FUNDCANot reported $40,807,632$35,177,415 TRUSTEE$0 Similar name, revenue within 2x, same state, similar mission
NORTHERN CALIFORNIA PIPE TRADES HEALTH & WELFARE TRCANot reported $83,266,733$85,944,195 CHAIRMAN$0 Similar name, revenue within 2x, same state, similar mission
CEMENT MASONS VACATION HOLIDAY TRUST FUND FOR NORTHERN CALIFORNIACANot reported $20,910,573$20,863,130 TRUSTEE$234,091 Similar name, revenue within 5x, same state, similar mission
MASONS HEALTH AND WELFARE TRUST FUNDHINot reported $15,438,764$14,444,718 LABOR TRUSTEE$0 Similar name, revenue within 5x, similar mission
LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIACANot reported $470,041,298$484,500,536 Co-Chairman$0 Similar name, revenue within 10x, same state, similar mission
NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUNDCANot reported $5,549,767$5,733,058 TRUSTEE$134,438 Similar name, revenue within 10x, same state, similar mission
LABORERS HEALTH AND WELFARE TRUST FOR SOUTHERN CALIFORNIACANot reported $375,177,988$361,989,888 UNION TRUSTEE$626,345 Similar name, revenue within 10x, same state, similar mission
SOUTHERN CALIFORNIA FLOOR COVERING TRUST FUND HEALTH AND WELFARECANot reported $8,625,820$6,918,279 management trustee$0 Similar name, revenue within 10x, same state, similar mission
CEMENT MASONS & PLASTERS HEALTH & WELFARE TRUSTNVNot reported $8,013,325$10,012,491 TRUSTEE$0 Similar name, revenue within 10x
CEMENT MASONS CONTRACT ADMISTRATION TRUST FUND FOR NORTHERN CALIFORNIACANot reported $204,333$246,619 TRUSTEE$536,501 Similar name, revenue differs more than 10x, same state
CEMENT MASONS HEALTH AND WELFARE FUND 90ILNot reported $3,820,214$3,639,899 CHAIRMAN$0 Similar name, revenue differs more than 10x, similar mission
CEMENT MASONS LOCAL NO 111 HEALTH & WELFARE FUNDNYNot reported $3,886,048$2,661,895 UNION TRUSTEE/BUSINESS MANAGER$77,178 Similar name, revenue differs more than 10x, similar mission

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 · $42,731,884 spent · pay $0 · grants $0 · events $26,483
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $40,377,444--- 94.5%
Fees: other services $975,679--- 2.3%
Fees: management $442,800--- 1.0%
Fees: accounting $311,683--- 0.7%
Fees: legal $268,833--- 0.6%
Fees: investment management $166,157--- 0.4%
Office expenses $110,346--- 0.3%
Insurance $46,007--- 0.1%
Conferences, conventions and meetings $26,483--- 0.1%
Other (as described)TAX & LICENSE $3,438--- 0.0%
Information technology $3,014--- 0.0%
Total$42,731,884100%

View the filing

2023 · Form 990 · $40,600,021 spent · pay $0 · grants $0 · events $15,240
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $38,135,262--- 93.9%
Fees: other services $1,029,955--- 2.5%
Fees: management $442,875--- 1.1%
Fees: accounting $390,073--- 1.0%
Fees: legal $219,985--- 0.5%
Fees: investment management $160,814--- 0.4%
Office expenses $154,922--- 0.4%
Other (as described)TAX & LICENSE $25,611--- 0.1%
Conferences, conventions and meetings $15,240--- 0.0%
Information technology $14,876--- 0.0%
Insurance $10,408--- 0.0%
Total$40,600,021100%

View the filing

2022 · Form 990 · $40,887,698 spent · pay $0 · grants $0 · events $1,185
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $38,764,522--- 94.8%
Fees: management $983,176--- 2.4%
Fees: other services $432,615--- 1.1%
Fees: legal $206,155--- 0.5%
Fees: investment management $173,885--- 0.4%
Fees: accounting $116,044--- 0.3%
Office expenses $106,255--- 0.3%
Insurance $30,296--- 0.1%
Other (as described)BENEFIT SERVICE FEES $24,561--- 0.1%
Other (as described)TAX & LICENSE $23,420--- 0.1%
Other (as described)SOFTWARE DEVELOPMENT $12,189--- 0.0%
Other (as described)BANK CHARGES $10,117--- 0.0%
All other expenses $3,278--- 0.0%
Conferences, conventions and meetings $1,185--- 0.0%
Total$40,887,698100%

View the filing

2021 · Form 990 · $35,928,274 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $32,647,556--- 90.9%
Other (as described)BENEFIT SERVICE FEES $1,812,188--- 5.0%
Fees: management $890,535--- 2.5%
Fees: other services $310,927--- 0.9%
Office expenses $84,891--- 0.2%
Fees: legal $78,495--- 0.2%
Fees: investment management $51,459--- 0.1%
Fees: accounting $37,025--- 0.1%
Insurance $15,198--- 0.0%
Total$35,928,274100%

View the filing

2020 · Form 990 · $38,133,828 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $35,895,215--- 94.1%
Fees: management $991,295--- 2.6%
Other (as described)ACA TRANSACTIONAL REINS $739,454--- 1.9%
Fees: other services $196,493--- 0.5%
Fees: legal $110,400--- 0.3%
Office expenses $105,747--- 0.3%
Fees: investment management $74,623--- 0.2%
Fees: accounting $11,030--- 0.0%
Other (as described)BENEFIT SERVICE FEES $9,571--- 0.0%
Total$38,133,828100%

View the filing

2019 · Form 990 · $38,184,646 spent · pay $0 · grants $0 · events $768
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $35,910,432--- 94.0%
Fees: management $984,993--- 2.6%
Other (as described)BENEFIT SERVICE FEES $750,486--- 2.0%
Fees: other services $190,637--- 0.5%
Office expenses $121,932--- 0.3%
Fees: legal $102,388--- 0.3%
Fees: investment management $95,486--- 0.3%
Fees: accounting $19,645--- 0.1%
Other (as described)ACA TRANSACTIONAL REINS $7,879--- 0.0%
Conferences, conventions and meetings $768--- 0.0%
Total$38,184,646100%

View the filing

2018 · Form 990 · $42,173,111 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $39,870,961--- 94.5%
Fees: management $982,909--- 2.3%
Other (as described)BENEFIT SERVICE FEES $681,749--- 1.6%
Fees: other services $254,404--- 0.6%
Office expenses $113,809--- 0.3%
Fees: legal $106,228--- 0.3%
Fees: investment management $103,663--- 0.2%
Insurance $32,649--- 0.1%
Fees: accounting $26,739--- 0.1%
Total$42,173,111100%

View the filing

2017 · Form 990 · $31,402,676 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $29,502,718--- 93.9%
Fees: management $741,536--- 2.4%
Other (as described)BENEFIT SERVICE FEES $635,554--- 2.0%
Fees: other services $170,025--- 0.5%
Fees: legal $105,003--- 0.3%
Fees: investment management $98,016--- 0.3%
Office expenses $83,337--- 0.3%
Insurance $36,319--- 0.1%
Fees: accounting $30,168--- 0.1%
Total$31,402,676100%

View the filing

2016 · Form 990 · $30,908,403 spent · pay $0 · grants $0 · events $4,303
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $28,773,534--- 93.1%
Fees: management $816,644--- 2.6%
Other (as described)BENEFIT SERVICE FEES $672,573--- 2.2%
Fees: other services $236,179--- 0.8%
Fees: legal $141,263--- 0.5%
Other (as described)PRINTING & STATIONERY $112,946--- 0.4%
Fees: investment management $78,430--- 0.3%
Insurance $36,419--- 0.1%
Fees: accounting $31,502--- 0.1%
Conferences, conventions and meetings $4,303--- 0.0%
Other (as described)ACA TRANSITIONAL REINS. $2,352--- 0.0%
Other (as described)BANK FEES $2,258--- 0.0%
Total$30,908,403100%

View the filing

2015 · Form 990 · $29,231,015 spent · pay $0 · grants $0 · events $9,244
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $27,182,305--- 93.0%
Fees: management $864,137--- 3.0%
Other (as described)BENEFIT SERVICE FEES $653,481--- 2.2%
Fees: other services $179,797--- 0.6%
Fees: legal $160,966--- 0.6%
Fees: investment management $55,003--- 0.2%
Insurance $41,748--- 0.1%
Other (as described)PRINTING & STATIONERY $41,336--- 0.1%
Fees: accounting $27,562--- 0.1%
Other (as described)ACA TRANSITIONAL REINS. $15,436--- 0.1%
Conferences, conventions and meetings $9,244--- 0.0%
Total$29,231,015100%

View the filing

2014 · Form 990 · $30,311,669 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $28,174,490--- 92.9%
Fees: management $943,319--- 3.1%
Other (as described)BENEFIT SERVICE FEES $606,626--- 2.0%
Fees: legal $197,854--- 0.7%
Fees: other services $176,236--- 0.6%
Other (as described)ACA TRANSITIONAL REINS. $58,338--- 0.2%
Fees: investment management $50,797--- 0.2%
Insurance $44,116--- 0.1%
Fees: accounting $33,361--- 0.1%
Office expenses $18,563--- 0.1%
Other (as described)PRINTING & STATIONERY $7,969--- 0.0%
Total$30,311,669100%

View the filing

2013 · Form 990 · $21,758,740 spent · pay $0 · grants $0 · events $6,946
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $19,689,605--- 90.5%
Fees: management $931,845--- 4.3%
Other (as described)BENEFIT SERVICE FEES $471,396--- 2.2%
Fees: other services $198,617--- 0.9%
Fees: legal $191,470--- 0.9%
Other (as described)ACA TRANSITIONAL REINS. $116,676--- 0.5%
Fees: investment management $51,370--- 0.2%
Insurance $39,722--- 0.2%
Other (as described)PRINTING & STATIONERY $30,900--- 0.1%
Fees: accounting $27,713--- 0.1%
Conferences, conventions and meetings $6,946--- 0.0%
Other (as described)PATIENT CARE OUTCOME RE $2,480--- 0.0%
Total$21,758,740100%

View the filing

2012 · Form 990 · $17,354,393 spent · pay $0 · grants $0 · events $1,868
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $15,415,791--- 88.8%
Fees: management $905,139--- 5.2%
Other (as described)BENEFIT SERVICE FEES $461,574--- 2.7%
Fees: other services $282,224--- 1.6%
Fees: legal $140,371--- 0.8%
Fees: investment management $41,420--- 0.2%
Insurance $41,394--- 0.2%
Other (as described)PRINTING & STATIONERY $35,882--- 0.2%
Fees: accounting $28,730--- 0.2%
Conferences, conventions and meetings $1,868--- 0.0%
Total$17,354,393100%

View the filing

2011 · Form 990 · $26,972,173 spent · pay $0 · grants $0 · events $6,076
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $25,266,060--- 93.7%
Fees: management $874,162--- 3.2%
Other (as described)BENEFIT SERVICE FEES $431,152--- 1.6%
Other (as described)BENEFIT CONSULTANTS $163,035--- 0.6%
Fees: legal $121,537--- 0.5%
Fees: investment management $44,980--- 0.2%
Insurance $35,612--- 0.1%
Fees: accounting $26,625--- 0.1%
Conferences, conventions and meetings $6,076--- 0.0%
Other (as described)PRINTING & STATIONERY $2,934--- 0.0%
Total$26,972,173100%

View the filing

2010 · Form 990 · $24,239,893 spent · pay $0 · grants $0 · events $7,505
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $22,648,104--- 93.4%
Fees: management $776,626--- 3.2%
Other (as described)BENEFIT SERVICE FEES $387,398--- 1.6%
Other (as described)BENEFIT CONSULTANTS $192,529--- 0.8%
Fees: legal $130,436--- 0.5%
Fees: investment management $54,922--- 0.2%
Fees: accounting $28,760--- 0.1%
Insurance $12,960--- 0.1%
Conferences, conventions and meetings $7,505--- 0.0%
Other (as described)PRINTING & STATIONERY $653--- 0.0%
Total$24,239,893100%

View the filing

2009 · Form 990 · $20,124,106 spent · pay $0 · grants $0 · events $4,930
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $18,553,299--- 92.2%
Fees: management $703,462--- 3.5%
Other (as described)BENEFIT SERVICE FEES $422,547--- 2.1%
Fees: legal $174,782--- 0.9%
Other (as described)BENEFIT CONSULTANTS $159,299--- 0.8%
Fees: investment management $60,333--- 0.3%
Fees: accounting $25,850--- 0.1%
Insurance $16,318--- 0.1%
Conferences, conventions and meetings $4,930--- 0.0%
Other (as described)PRINTING & STATIONERY $3,286--- 0.0%
Total$20,124,106100%

View the filing

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