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Nonprofit · EIN 33-0657114

HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST

Tax-exempt · SAN DIEGO, CA 92121

Financials

$24.4M$25.4M2023$26.9M$24.2M2024
Revenue Expenses · by fiscal year end
Financials of HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$26,948,019$24,216,195$2,731,824$5,202,571$2,266,352$2,936,219
December 31, 2023990$24,441,632$25,375,137-$933,505$2,052,110$173,063$1,879,047
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$26,886,166
Investment income
$61,853
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$24,160,516
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$43,871
Program services (functional)
$24,160,516
Management and general (functional)
$55,679

Balance sheet and other

Total assets, start of year
$2,052,110
Total assets, end of year
$5,202,571
Total liabilities, end of year
$2,266,352
Net assets, end of year
$2,936,219
Gross receipts
$26,948,019
Employees
0
Volunteers
0
Year formed
1995
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, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
GARY SHEKHTERTRUSTEE
Trustee or director, Officer
1$0$190,909
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationFrom related orgs
GARY SHEKHTERTRUSTEE
Trustee or director, Officer
1$0$190,909

Address and contacts

Address (IRS master file)
6795 FLANDERS DR, SAN DIEGO, CA 92121-2903
In care of
% ROBERT FREEMAN
Principal officer (990 for 2024)
GARY SHEKHTER, PO BOX 85298, SAN DIEGO, CA 92186
Signed the 990
GARY SHEKHTER, PRESIDENT
Phone
(858) 623-1207
Return prepared by
LEVITZACKS

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0657114 or by the name HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST.

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

Mission

NONE

990 for the year ended December 31, 2024

Program accomplishments

  • INSURANCE PREMIUMS PAID
    Expenses $24,160,516

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0657114
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,202,571
Income (IRS master file)
$26,948,019

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$26,948,019$24,216,195$5,202,571XML
990December 2023$24,441,632$25,375,137$2,052,110XML
990December 2022$20,660,703$19,834,079$3,534,033IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 33-0657114).

Questions about HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST

What is the EIN of HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST?
The employer identification number (EIN) of HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST is 33-0657114.
Is HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HELIX ELECTRIC HEALTH AND WELFARE INSURANCE 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 HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST?
The 990 for the year ended December 31, 2024 names GARY SHEKHTER.
Who are the officers and directors of HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $26,948,019, expenses of $24,216,195 and total assets of $5,202,571 at year end.

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