Nonprofit · EIN 27-6763813
EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST
Tax-exempt · BEVERLY HILLS, CA 90212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,569,814 | $8,433,261 | $136,553 | $277,305 | $0 | $277,305 |
| December 31, 2024 | 990 | $6,628,674 | $6,591,995 | $36,679 | $140,752 | $0 | $140,752 |
| December 31, 2023 | 990 | $6,912,062 | $6,823,855 | $88,207 | $104,073 | $0 | $104,073 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,569,814
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,135
- Accounting fees
- $22,750
Balance sheet and other
- Total assets, start of year
- $140,752
- Total assets, end of year
- $277,305
- Total liabilities, end of year
- $0
- Net assets, end of year
- $277,305
- Net assets without donor restrictions
- $277,305
- Gross receipts
- $8,569,814
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2010
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Slatkin | Trustee Trustee or director | 1 | $0 |
| Edward Slatkin | Trustee Trustee or director | 1 | $0 |
| Veronica Gonzalez | Trustee Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Slatkin | Trustee Trustee or director | 1 | $0 |
| Edward Slatkin | Trustee Trustee or director | 1 | $0 |
| Veronica Gonzalez | Trustee Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Slatkin | Trustee Trustee or director | 1 | $0 |
| Edward Slatkin | Trustee Trustee or director | 1 | $0 |
| Veronica Gonzalez | Trustee Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 9950 S SANTA MONICA BLVD, BEVERLY HILLS, CA 90212-1607
- In care of
- % JON H ANDERA
- Principal officer (990 for 2025)
- Veronica Gonzalez, 9950 Santa Monica Boulevard, Beverly Hills, CA 90212
- Signed the 990
- Veronica Gonzalez, Trustee
- Phone
- (310) 859-9366
- Return prepared by
- Beebout Williams & Olds CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 27-6763813 or by the name EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To receive and hold funds to pay or reimburse employee group health and welfare plan expenses.
Program accomplishments
- The trust received and held funds to pay or reimburse health care expenses of employees of the trust's sponsor and the related employee benefit plan. At December 31, 2025, the plan had 397 participants.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-6763813
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $277,305
- Income (IRS master file)
- $8,569,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,569,814 | $8,433,261 | $277,305 | XML |
| 990 | December 2024 | $6,628,674 | $6,591,995 | $140,752 | XML |
| 990 | December 2023 | $6,912,062 | $6,823,855 | $104,073 | XML |
| 990 | December 2022 | $6,898,707 | $6,963,713 | $15,866 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 27-6763813).
Questions about EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST
- What is the EIN of EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST?
- The employer identification number (EIN) of EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST is 27-6763813.
- Is EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST 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 EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2025 names Veronica Gonzalez.
- Who are the officers and directors of EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,569,814, expenses of $8,433,261 and total assets of $277,305 at year end.
Other nonprofits in BEVERLY HILLS
- BEVERLY HILLS FIREMENS ASSOCIATION POST RETIREMENT MED BEN PL & TR EIN 95-7076179 · last filed 990 for 2024
- NATIONAL SOCIETY OF ENTERTAINMENT AND LAWYERS EIN 81-2830613 · last filed 990-EZ for 2025
- BEVERLY HILLS SAFETY SUPPORT PERSONNEL ASSOCIATION EIN 95-3955881 · last filed 990-N for 2025
- ACADEMY OF MOTION PICTURE ARTS & SCIENCES EIN 95-0473280 · last filed 990 for 2025
- THE AHMANSON FOUNDATION EIN 95-6089998 · last filed 990-PF for 2025
- KARSH FAMILY FOUNDATION EIN 13-7147287 · last filed 990-PF for 2026
- ACADEMY FOUNDATION EIN 95-2243698 · last filed 990 for 2025
- ACADEMY MUSEUM FOUNDATION EIN 20-2605026 · last filed 990 for 2025
All nonprofits in BEVERLY HILLS · California · Mutual and membership benefit