Skip to main content

Nonprofit · EIN 46-6362158

RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND

Also known as DAVID BESHAY TTEE

Tax-exempt · SAN DIEGO, CA 92108

Financials

$8.9M$8.9M2023$9.1M$9M2024
Revenue Expenses · by fiscal year end
Financials of RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$9,069,744$9,027,650$42,094$1,339,310$608,544$730,766
December 31, 2023990$8,877,410$8,877,226$184$1,350,901$662,229$688,672
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,056,466
Investment income
$0
Other revenue
$13,278

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,221,939
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$14,651
Accounting fees
$29,475

Balance sheet and other

Total assets, start of year
$1,350,901
Total assets, end of year
$1,339,310
Total liabilities, end of year
$608,544
Net assets, end of year
$730,766
Gross receipts
$9,069,744
Employees
0
Volunteers
0
Year formed
2012
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 / weekCompensation
GENE ERDMANCHAIRPERSON
Trustee or director, Officer
2$0
AARON PINGELSECRETARY
Trustee or director, Officer
2$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
AARON PINGELSECRETARY
Trustee or director, Officer
2$0
GENE ERDMANCHAIRPERSON
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
2615 CAMINO DEL RIO S STE 201, SAN DIEGO, CA 92108-3713
In care of
% MVI ADMINISTRATORS INSURANCE
Principal officer (990 for 2024)
AARON PINGEL, 2615 CAMINO DEL RIO SOUTH 201, SAN DIEGO, CA 92108
Signed the 990
AARON PINGEL, CHAIRPERSON
Phone
(619) 260-2660
Return prepared by
EIDE BAILLY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 46-6362158 or by the name RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND.

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

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL, AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS. ALL COVERED EMPLOYEES ARE ALSO ELIGIBLE TO RECEIVE LIFE INSURANCE BENEFITS. THESE INSURANCE PRODUCTS ARE FUNDED BY INSURANCE CONTRACTS PURCHASED BY THE PLAN. THERE WERE APPROXIMATELY 1,500 PARTICIPANTS IN THE PLAN IN 2024.

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
46-6362158
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
Assets (IRS master file)
$1,339,310
Income (IRS master file)
$9,069,744

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$9,069,744$9,027,650$1,339,310XML
990December 2023$8,877,410$8,877,226$1,350,901XML
990December 2022$8,733,287$8,700,149$2,044,044IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 46-6362158).

Questions about RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND

What is the EIN of RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND?
The employer identification number (EIN) of RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND is 46-6362158.
Is RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
Are donations to RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RESTAURANT INDUSTRY HEALTH AND WELFARE TR 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 RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND 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 RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND 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 RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND?
The 990 for the year ended December 31, 2024 names AARON PINGEL.
Who are the officers and directors of RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $9,069,744, expenses of $9,027,650 and total assets of $1,339,310 at year end.

Other nonprofits in SAN DIEGO

All nonprofits in SAN DIEGO · California · Mutual and membership benefit