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Nonprofit · EIN 93-1146155

MULTI-UNION SECURITY TRUST FUND

Tax-exempt · PASADENA, CA 91101

Financials

$18.9M$18.9M2023$20.2M$20.2M2024
Revenue Expenses · by fiscal year end
Financials of MULTI-UNION SECURITY TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$20,234,672$20,220,633$14,039$14,894,213$33,609$14,860,604
December 31, 2023990$18,888,648$18,870,897$17,751$14,644,222$213,150$14,431,072
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$19,994,212
Investment income
$240,460
Net gain from sales of assets
-$82,081
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$19,618,992
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$15,148
Accounting fees
$16,600

Balance sheet and other

Total assets, start of year
$14,644,222
Total assets, end of year
$14,894,213
Total liabilities, end of year
$33,609
Net assets, end of year
$14,860,604
Publicly traded securities
$13,816,141
Gross receipts
$23,031,715
Employees
0
Volunteers
0
Year formed
1992
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
JENNIFER L YOUNGEMPLOYER TRUSTEE
Trustee or director
1$0
SEAN P HARRENUNION TRUSTEE - PAST
Trustee or director
1$0
JASON HODGEUNION TRUSTEE
Trustee or director
1$0
AMY GAUSZEmployer Trustee
Trustee or director
1$0
ERIC HUGUNION TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JENNIFER L YOUNGEMPLOYER TRUSTEE
Trustee or director
1$0
SEAN P HARRENUNION TRUSTEE
Trustee or director
1$0
JASON HODGEUNION TRUSTEE
Trustee or director
1$0
AMY GAUSZEmployer Trustee
Trustee or director
1$0
ERIC HUGUNION TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101-2479
In care of
% PACFED PATRICK MCGARRY
Principal officer (990 for 2024)
JENNIFER L YOUNG, 200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101
Signed the 990
JENNIFER L YOUNG, TRUSTEE
Phone
(818) 243-0222
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 93-1146155 or by the name MULTI-UNION SECURITY TRUST FUND.

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

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • THE MULTI-UNION SECURITY TRUST FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HOSPITAL, MEDICAL, LIFE AND ACCIDENTAL DEATH, DENTAL CARE, MENTAL HEALTH, PRESCRIPTION DRUG AND VISION CARE BENEFITS TO ELIGIBLE ACTIVE PARTICIPANTS AND THEIR DEPENDENTS.

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
93-1146155
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,894,213
Income (IRS master file)
$23,031,715

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$20,234,672$20,220,633$14,894,213XML
990December 2023$18,888,648$18,870,897$14,644,222XML
990December 2022$16,885,303$16,545,243$14,183,130IRS
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 93-1146155).

Questions about MULTI-UNION SECURITY TRUST FUND

What is the EIN of MULTI-UNION SECURITY TRUST FUND?
The employer identification number (EIN) of MULTI-UNION SECURITY TRUST FUND is 93-1146155.
Is MULTI-UNION SECURITY TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
Are donations to MULTI-UNION SECURITY TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MULTI-UNION SECURITY 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 MULTI-UNION SECURITY TRUST 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 MULTI-UNION SECURITY TRUST 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 MULTI-UNION SECURITY TRUST FUND?
The 990 for the year ended December 31, 2024 names JENNIFER L YOUNG.
Who are the officers and directors of MULTI-UNION SECURITY TRUST FUND?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does MULTI-UNION SECURITY TRUST FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $20,234,672, expenses of $20,220,633 and total assets of $14,894,213 at year end.

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