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Nonprofit · EIN 23-7404790

GENERAL EMPLOYEES TRUST FUND

Tax-exempt · BRISBANE, CA 94005

Financials

$211.2M$194.6M2023$222.6M$198.8M2024
Revenue Expenses · by fiscal year end
Financials of GENERAL EMPLOYEES TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2025990$222,600,904$198,848,272$23,752,632$203,494,861$43,227,407$160,267,454
January 31, 2024990$211,180,388$194,607,677$16,572,711$178,763,125$44,497,778$134,265,347
Financial details: 990 for the year ended January 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$217,816,307
Investment income
$4,783,007
Net gain from sales of assets
$36,904
Other revenue
$1,590

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$194,091,038
Compensation of officers, directors and key employees
$208,750
Salaries, compensation and benefits (total)
$208,750
Professional fundraising fees
$0
Legal fees
$219,176
Accounting fees
$384,550

Balance sheet and other

Total assets, start of year
$178,763,125
Total assets, end of year
$203,494,861
Total liabilities, end of year
$43,227,407
Net assets, end of year
$160,267,454
Publicly traded securities
$86,700,250
Gross receipts
$306,202,509
Employees
0
Volunteers
0
Year formed
1973
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended January 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DENISE SOLISUNION TRUSTEE
Trustee or director
1$89,000
GEORGE HERNANDEZEMPLOYER TRUSTEE
Trustee or director
2$30,500
JIM BEARDEMPLOYER TRUSTEE
Trustee or director
1.5$30,500
TIMOTHY BREKKEEMPLOYER TRUSTEE
Trustee or director
1.5$30,500
RAY NANNEMPLOYER TRUSTEE (ALT.)
Trustee or director
1.5$28,250
DAVID HUERTAUNION TRUSTEE (ALT.)
Trustee or director
1$0
MARK SHARWOODUNION TRUSTEE
Trustee or director
2$0
CHRISTOPHER BOUVIEREMPLOYER TRUSTEE
Trustee or director
1$0
PAUL EMPERADOREMPLOYER TRUSTEE (ALT.)
Trustee or director
1$0
OLGA MIRANDAUNION TRUSTEE
Trustee or director
1$0
SAMUEL KEHINDEUNION TRUSTEE
Trustee or director
1$0
990 for the year ended January 31, 2024: 11 people
NameTitleHours / weekCompensation
GEORGE HERNANDEZEMPLOYER TRUSTEE
Trustee or director
2$24,500
RAY NANNEMPLOYER TRUSTEE
Trustee or director
1$24,500
JIM BEARDEMPLOYER TRUSTEE
Trustee or director
1.5$24,500
TIMOTHY BREKKEEMPLOYER TRUSTEE
Trustee or director
1.5$24,500
DAVID HUERTAUNION TRUSTEE (ALT.)
Trustee or director
1$0
MARK SHARWOODUNION TRUSTEE
Trustee or director
2$0
DENISE SOLISUNION TRUSTEE
Trustee or director
1$0
CHRISTOPHER BOUVIEREMPLOYER TRUSTEE (ALT.)
Trustee or director
1$0
PAUL EMPERADOREMPLOYER TRUSTEE (ALT.)
Trustee or director
1$0
OLGA MIRANDAUNION TRUSTEE
Trustee or director
1$0
SAMUEL KEHINDEUNION TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1000 MARINA BLVD STE 400, BRISBANE, CA 94005-1841
In care of
% NORTHWEST ADMINISTRATORS INC
Principal officer (990 for 2024)
MARK SHARWOOD, 1000 MARINA BLVD STE 400, BRISBANE, CA 94005
Signed the 990
MARK P SHARWOOD, CHAIRPERSON
Phone
(650) 570-7300
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7404790 or by the name GENERAL EMPLOYEES TRUST FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HEALTH COVERAGE TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN.

990 for the year ended January 31, 2025

Program accomplishments

  • Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026Not on file
2024January 31, 2025June 16, 2025990 on file
2023January 31, 2024June 17, 2024990 on file

IRS record

EIN
23-7404790
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1974
Accounting year ends
January
Files
Form 990 or 990-EZ
Assets (IRS master file)
$203,494,861
Income (IRS master file)
$306,202,509

Filing history

FormYear endedRevenueExpensesAssetsReturn
990January 2025$222,600,904$198,848,272$203,494,861XML
990January 2024$211,180,388$194,607,677$178,763,125XML
990January 2023$196,341,580$183,402,430$161,012,277IRS
990January 2022–––IRS
990January 2021–––IRS
990January 2019–––IRS
990January 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7404790).

Questions about GENERAL EMPLOYEES TRUST FUND

What is the EIN of GENERAL EMPLOYEES TRUST FUND?
The employer identification number (EIN) of GENERAL EMPLOYEES TRUST FUND is 23-7404790.
Is GENERAL EMPLOYEES TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
Are donations to GENERAL EMPLOYEES TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does GENERAL EMPLOYEES TRUST FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of GENERAL EMPLOYEES TRUST FUND due?
The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GENERAL EMPLOYEES TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended January 2025.
Who is the principal officer of GENERAL EMPLOYEES TRUST FUND?
The 990 for the year ended January 31, 2025 names MARK SHARWOOD.
Who are the officers and directors of GENERAL EMPLOYEES TRUST FUND?
The 990 for the year ended January 31, 2025 lists 11 people; 5 received compensation from the organization, the highest $89,000 (DENISE SOLIS, UNION TRUSTEE).
How much revenue does GENERAL EMPLOYEES TRUST FUND have?
On its 990 for the year ended January 31, 2025 it reported revenue of $222,600,904, expenses of $198,848,272 and total assets of $203,494,861 at year end.

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